IUSV icon

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 %
HF
276
HRT Financial
New York
$1.34M +$424K +4,480 +46%
1WM
277
1900 Wealth Management
Texas
$1.34M -$42.9K -453 -3%
HNB
278
Huntington National Bank
Ohio
$1.32M -$2.69M – –
SC
279
Syon Capital
California
$1.31M -$429K -4,529 -25%
NCM
280
Next Capital Management
New York
$1.28M +$24K +254 +2%
LGWM
281
Litman Gregory Wealth Management
California
$1.26M – – –
WA
282
Waverly Advisors
Alabama
$1.25M +$11.2K +118 +0.9%
RSF
283
Rik Saylor Financial
Ohio
$1.25M -$7.95K -84 -0.6%
W
284
Wealthquest
Ohio
$1.25M -$7.48K -79 -0.6%
MCA
285
Maryland Capital Advisors
Maryland
$1.25M +$662 +7 +0.1%
PA
286
Prism Advisors
California
$1.25M – – –
CFO
287
Collective Family Office
Pennsylvania
$1.24M -$22.2K -235 -2%
CFG
288
Carr Financial Group
Massachusetts
$1.18M +$5.49K +58 +0.5%
NFP
289
Narus Financial Partners
Utah
$1.16M +$1.33K +14 +0.1%
PW
290
Potentia Wealth
California
$1.15M – – –
PFM
291
Phillips Financial Management
Indiana
$1.13M – – –
BWM
292
Brickley Wealth Management
California
$1.12M – – –
EWM
293
Evermay Wealth Management
Virginia
$1.11M -$107K -1,135 -9%
Jane Street
294
Jane Street
New York
$1.1M -$4.39M -46,368 -80%
BPA
295
Beacon Pointe Advisors
California
$1.09M -$166K -1,753 -13%
JWA
296
JFS Wealth Advisors
Pennsylvania
$1.09M -$48.4K -511 -4%
GFWA
297
Grey Fox Wealth Advisors
Delaware
$1.04M +$203K +2,149 +24%
EWA
298
Elevate Wealth Advisory
Georgia
$1.04M -$41.6K -440 -4%
ATC
299
Argent Trust Co
Tennessee
$1.03M -$53.5K -565 -5%
AF
300
Apollon Financial
South Carolina
$1.03M +$357K +3,772 +53%
10 11
12
13 14