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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 %
BBL
276
Beck Bode LLC
Massachusetts
$1.32M -$262K -2,840 -17%
SFA
277
Sequoia Financial Advisors
Ohio
$1.28M -$8.95K -97 -0.7%
IWB
278
Innovative Wealth Building
Maryland
$1.28M -$1.57K -17 -0.1%
CFO
279
Collective Family Office
Pennsylvania
$1.23M – – –
RSF
280
Rik Saylor Financial
Ohio
$1.23M -$23.3K -252 -2%
BPA
281
Beacon Pointe Advisors
California
$1.23M -$136K -1,478 -10%
LGWM
282
Litman Gregory Wealth Management
California
$1.23M -$75K -813 -6%
W
283
Wealthquest
Ohio
$1.23M -$48.3K -523 -4%
NCM
284
Next Capital Management
New York
$1.23M +$9.04K +98 +0.7%
MCA
285
Maryland Capital Advisors
Maryland
$1.22M +$554 +6 +0%
PA
286
Prism Advisors
California
$1.22M – – –
WA
287
Waverly Advisors
Alabama
$1.21M +$39K +423 +3%
AWM
288
Aprio Wealth Management
Georgia
$1.19M +$1.19M +12,926 New
EWM
289
Evermay Wealth Management
Virginia
$1.18M -$13.8K -150 -1%
TVAMP
290
Tennessee Valley Asset Management Partners
Tennessee
$1.16M +$149K +1,612 +15%
GSEP
291
Golden State Equity Partners
California
$1.15M +$175K +1,900 +18%
CFG
292
Carr Financial Group
Massachusetts
$1.15M +$4.52K +49 +0.4%
NFP
293
Narus Financial Partners
Utah
$1.13M -$61.1K -662 -5%
PW
294
Potentia Wealth
California
$1.12M – – –
JWA
295
JFS Wealth Advisors
Pennsylvania
$1.11M +$140K +1,520 +15%
AssetMark Inc
296
AssetMark Inc
California
$1.1M +$220K +2,381 +25%
PFM
297
Phillips Financial Management
Indiana
$1.1M -$17.7K -192 -2%
BWM
298
Brickley Wealth Management
California
$1.09M – – –
QCM
299
Quantinno Capital Management
New York
$1.06M +$455K +4,934 +75%
ATC
300
Argent Trust Co
Tennessee
$1.06M – – –
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