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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

718 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, 239 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-3
Holders Change %
-0.42%
% 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
239
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$284M
2
Bank of America
Bank of America
North Carolina
+$208M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.7M
4
LPL Financial
LPL Financial
California
+$71.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.8M

Top Sellers

1
CM
Churchill Management
California
-$173M
2
VWM
Venturi Wealth Management
Texas
-$75.7M
3
BlackRock
BlackRock
New York
-$73.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$32.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$24.3M
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%
NAS
255
NWF Advisory Services
California
$1.79M -$323K -3,416 -15%
TCM
256
Traub Capital Management
Massachusetts
$1.7M +$1.7M +17,916 New
SIM
257
Synergy Investment Management
Florida
$1.67M -$3.62M -38,244 -68%
HP
258
Holistic Planning
Texas
$1.65M – – –
LOIM
259
Liberty One Investment Management
Illinois
$1.65M +$20.3K +215 +1%
AQR Capital Management
260
AQR Capital Management
Connecticut
$1.64M +$687K +7,255 +72%
DAS
261
Diversify Advisory Services
Utah
$1.6M +$1.6M +16,437 New
CHJWM
262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.59M -$36.2K -377 -2%
Allianz Asset Management
263
Allianz Asset Management
Germany
$1.56M +$587K +6,200 +60%
TWM
264
TriaGen Wealth Management
California
$1.56M -$7.67K -81 -0.5%
BWM
265
Boyd Wealth Management
California
$1.55M +$512K +5,408 +49%
NW
266
NewEdge Wealth
Pennsylvania
$1.53M +$1.19M +12,455 +351%
HPM
267
Hoxton Planning & Management
West Virginia
$1.46M +$7.85K +83 +0.5%
GSEP
268
Golden State Equity Partners
California
$1.46M +$278K +2,939 +24%
CG
269
CFO4Life Group
Texas
$1.46M – – –
IC
270
IEQ Capital
California
$1.43M -$812K -8,576 -36%
ASN
271
Advisory Services Network
Georgia
$1.42M -$44.3K -464 -3%
SFG
272
Sovereign Financial Group
Connecticut
$1.4M -$21.2K -224 -1%
DIA
273
Dean Investment Associates
Ohio
$1.4M – – –
CL
274
Choreo LLC
Illinois
$1.39M -$14.4K -152 -1%
VCP
275
Verus Capital Partners
Arizona
$1.35M -$160K -1,688 -11%
9 10
11
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