We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

747 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 229

9% more capital invested

Capital invested by funds: $17B → $18.4B (+$1.47B)

3% more funds holding

Funds holding: 727747 (+20)

0.69% more ownership

Funds ownership: 81.25%81.94% (+0.69%)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

Holders
747
Holders Change
+20
Holders Change %
+2.75%
% of All Funds
9.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.6%
New
67
Increased
273
Reduced
229
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
251
Liberty One Investment Management
Illinois
$1.78M +$32.1K +330 +2%
WWM
252
WJ Wealth Management
Arizona
$1.77M -$1.71M -17,536 -50%
TCM
253
Traub Capital Management
Massachusetts
$1.77M -$18.1K -186 -1%
HP
254
Holistic Planning
Texas
$1.76M +$11.3K +116 +0.7%
NAS
255
NWF Advisory Services
California
$1.75M -$139K -1,429 -8%
CHJWM
256
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M +$3.8K +39 +0.2%
OPTFSNA
257
Old Point Trust & Financial Services N A
Virginia
$1.69M +$928K +9,536 +129%
VAM
258
Verity Asset Management
North Carolina
$1.65M +$715K +7,350 +80%
TWM
259
TriaGen Wealth Management
California
$1.64M -$9.73K -100 -0.6%
BWM
260
Boyd Wealth Management
California
$1.63M -$4.77K -49 -0.3%
DAS
261
Diversify Advisory Services
Utah
$1.61M -$46.4K -477 -3%
BPA
262
Beacon Pointe Advisors
California
$1.56M +$396K +4,064 +35%
CG
263
CFO4Life Group
Texas
$1.54M
AF
264
Apollon Financial
South Carolina
$1.52M +$426K +4,378 +40%
NCM
265
Next Capital Management
New York
$1.5M +$142K +1,455 +11%
Tudor Investment Corp
266
Tudor Investment Corp
Connecticut
$1.47M +$1.44M +14,743 New
ASN
267
Advisory Services Network
Georgia
$1.46M -$27.4K -281 -2%
SFG
268
Sovereign Financial Group
Connecticut
$1.45M -$26.9K -276 -2%
AWM
269
Axxcess Wealth Management
California
$1.44M -$485K -4,985 -26%
GSEP
270
Golden State Equity Partners
California
$1.43M -$109K -1,122 -7%
HNB
271
Huntington National Bank
Ohio
$1.4M
NWWA
272
New Wave Wealth Advisors
Arkansas
$1.36M -$1.28M -13,125 -49%
IG
273
IFS Group
Pennsylvania
$1.34M +$1.3M +13,348 New
WA
274
Waverly Advisors
Alabama
$1.33M +$8.27K +85 +0.6%
PA
275
Prism Advisors
California
$1.32M