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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

721 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.79%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
60
Increased
283
Reduced
212
Closed
37
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$8K

Top Buyers

1
CM
Churchill Management
California
+$173M
2
LPL Financial
LPL Financial
California
+$56.5M
3
Bank of America
Bank of America
North Carolina
+$56.1M
4
MFG
Merit Financial Group
Georgia
+$56M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$78.4M
2
EAM
Empirical Asset Management
Massachusetts
-$25.5M
3
AP
Americana Partners
Texas
-$25.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$18.5M
5
CIM
Confluence Investment Management
Missouri
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
251
Sutton Place Investors
New York
$1.87M – – –
MCA
252
Magnolia Capital Advisors
Mississippi
$1.82M +$156K +1,691 +9%
FHC
253
First Heartland Consultants
Missouri
$1.82M +$33.3K +361 +2%
PA
254
PFG Advisors
Arizona
$1.75M +$143K +1,554 +9%
RWP
255
RWA Wealth Partners
Massachusetts
$1.71M -$216K -2,337 -11%
NFG
256
Nations Financial Group
Iowa
$1.7M -$6.83K -74 -0.4%
SC
257
Syon Capital
California
$1.7M -$11.4K -123 -0.7%
VAM
258
Verity Asset Management
North Carolina
$1.65M +$1.65M +17,890 New
OAM
259
Occidental Asset Management
California
$1.64M +$525K +5,684 +47%
AFM
260
Armstrong Fleming & Moore
District of Columbia
$1.62M +$1.62M +17,538 New
TPW
261
TL Private Wealth
Texas
$1.61M +$3.34K +41 +0.2%
HP
262
Holistic Planning
Texas
$1.61M – – –
LOIM
263
Liberty One Investment Management
Illinois
$1.59M +$157K +1,705 +11%
TWM
264
TriaGen Wealth Management
California
$1.53M -$72.1K -781 -5%
Envestnet Portfolio Solutions
265
Envestnet Portfolio Solutions
Illinois
$1.47M +$1.01M +10,924 +216%
VCP
266
Verus Capital Partners
Arizona
$1.47M +$983K +10,648 +200%
CHJWM
267
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.45M -$55.9K -654 -4%
CG
268
CFO4Life Group
Texas
$1.42M – – –
ASN
269
Advisory Services Network
Georgia
$1.42M -$101K -1,089 -7%
HPM
270
Hoxton Planning & Management
West Virginia
$1.42M +$793K +8,592 +127%
Northern Trust
271
Northern Trust
Illinois
$1.41M -$25.6K -277 -2%
SFG
272
Sovereign Financial Group
Connecticut
$1.39M -$39.9K -432 -3%
CL
273
Choreo LLC
Illinois
$1.37M +$367K +3,972 +36%
DIA
274
Dean Investment Associates
Ohio
$1.36M -$9.08M -98,421 -87%
1WM
275
1900 Wealth Management
Texas
$1.35M -$15.1K -164 -1%
9 10
11
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