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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

717 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 256 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
9.62%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
57
Increased
256
Reduced
238
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
Kestra Investment Management
Texas
$543M
2
Bank of America
Bank of America
North Carolina
$7.04B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$537M
4
LPL Financial
LPL Financial
California
$1.44B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$497M

Top Sellers

1
CM
Churchill Management
California
$0
2
VWM
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
BlackRock
New York
$81.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
251
First Heartland Consultants
Missouri
$1.87M +$3.79K +40 +0.2%
MCA
252
Magnolia Capital Advisors
Mississippi
$1.84M -$23.9K -253 -1%
AWM
253
Axxcess Wealth Management
California
$1.83M +$1.55M +16,399 +552%
NFG
254
Nations Financial Group
Iowa
$1.83M +$82.7K +874 +5%
TCM
255
Traub Capital Management
Massachusetts
$1.7M +$1.7M +17,916 New
SIM
256
Synergy Investment Management
Florida
$1.67M -$3.62M -38,244 -68%
HP
257
Holistic Planning
Texas
$1.65M – – –
LOIM
258
Liberty One Investment Management
Illinois
$1.65M +$20.3K +215 +1%
AQR Capital Management
259
AQR Capital Management
Connecticut
$1.64M +$687K +7,255 +72%
DAS
260
Diversify Advisory Services
Utah
$1.6M +$1.6M +16,437 New
CHJWM
261
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.59M -$36.2K -377 -2%
Allianz Asset Management
262
Allianz Asset Management
Germany
$1.56M +$587K +6,200 +60%
TWM
263
TriaGen Wealth Management
California
$1.56M -$7.67K -81 -0.5%
BWM
264
Boyd Wealth Management
California
$1.55M +$512K +5,408 +49%
NW
265
NewEdge Wealth
Pennsylvania
$1.53M +$1.19M +12,455 +351%
HPM
266
Hoxton Planning & Management
West Virginia
$1.46M +$7.85K +83 +0.5%
GSEP
267
Golden State Equity Partners
California
$1.46M +$278K +2,939 +24%
CG
268
CFO4Life Group
Texas
$1.46M – – –
IC
269
IEQ Capital
California
$1.43M -$812K -8,576 -36%
ASN
270
Advisory Services Network
Georgia
$1.42M -$44.3K -464 -3%
SFG
271
Sovereign Financial Group
Connecticut
$1.4M -$21.2K -224 -1%
DIA
272
Dean Investment Associates
Ohio
$1.4M – – –
CL
273
Choreo LLC
Illinois
$1.39M -$14.4K -152 -1%
VCP
274
Verus Capital Partners
Arizona
$1.35M -$160K -1,688 -11%
HF
275
HRT Financial
New York
$1.34M +$424K +4,480 +46%
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