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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
+$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 %
1WM
276
1900 Wealth Management
Texas
$1.34M -$42.9K -453 -3%
HNB
277
Huntington National Bank
Ohio
$1.32M -$2.69M – –
SC
278
Syon Capital
California
$1.31M -$429K -4,529 -25%
NCM
279
Next Capital Management
New York
$1.28M +$24K +254 +2%
LGWM
280
Litman Gregory Wealth Management
California
$1.26M – – –
WA
281
Waverly Advisors
Alabama
$1.25M +$11.2K +118 +0.9%
RSF
282
Rik Saylor Financial
Ohio
$1.25M -$7.95K -84 -0.6%
W
283
Wealthquest
Ohio
$1.25M -$7.48K -79 -0.6%
MCA
284
Maryland Capital Advisors
Maryland
$1.25M +$662 +7 +0.1%
PA
285
Prism Advisors
California
$1.25M – – –
CFO
286
Collective Family Office
Pennsylvania
$1.24M -$22.2K -235 -2%
CFG
287
Carr Financial Group
Massachusetts
$1.18M +$5.49K +58 +0.5%
NFP
288
Narus Financial Partners
Utah
$1.16M +$1.33K +14 +0.1%
PW
289
Potentia Wealth
California
$1.15M – – –
PFM
290
Phillips Financial Management
Indiana
$1.13M – – –
BWM
291
Brickley Wealth Management
California
$1.12M – – –
EWM
292
Evermay Wealth Management
Virginia
$1.11M -$107K -1,135 -9%
Jane Street
293
Jane Street
New York
$1.1M -$4.39M -46,368 -80%
BPA
294
Beacon Pointe Advisors
California
$1.09M -$166K -1,753 -13%
JWA
295
JFS Wealth Advisors
Pennsylvania
$1.09M -$48.4K -511 -4%
GFWA
296
Grey Fox Wealth Advisors
Delaware
$1.04M +$203K +2,149 +24%
EWA
297
Elevate Wealth Advisory
Georgia
$1.04M -$41.6K -440 -4%
ATC
298
Argent Trust Co
Tennessee
$1.03M -$53.5K -565 -5%
AF
299
Apollon Financial
South Carolina
$1.03M +$357K +3,772 +53%
WPC
300
White Pine Capital
Minnesota
$1.03M -$31.2K -330 -3%
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