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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 %
AWM
301
Aprio Wealth Management
Georgia
$1.01M -$209K -2,206 -17%
S
302
Sachetta
Massachusetts
$1.01M -$11.2K -118 -1%
QCM
303
Quantinno Capital Management
New York
$991K -$100K -1,060 -9%
ODIJL
304
One Day In July LLC
Vermont
$985K +$105K +1,111 +12%
Lido Advisors
305
Lido Advisors
California
$982K +$11.4K +120 +1%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$967K +$747K +7,898 +340%
LSA
307
Lansing Street Advisors
Pennsylvania
$960K +$2.65K +28 +0.3%
SWA
308
Stratos Wealth Advisors
Ohio
$959K +$24.6K +260 +3%
PIA
309
Perennial Investment Advisors
California
$954K +$44.9K +475 +5%
AssetMark Inc
310
AssetMark Inc
California
$938K -$191K -2,017 -17%
OCPWS
311
One Charles Private Wealth Services
Massachusetts
$937K – – –
MMPW
312
Mitchell McLeod Pugh & Williams
Alabama
$935K -$19.3K -204 -2%
WFA
313
WMG Financial Advisors
Tennessee
$934K -$122K -1,284 -12%
PG
314
Patten Group
Tennessee
$930K -$121K -1,279 -12%
RWRC
315
R.W. Roge & Company
New York
$922K +$52.6K +556 +6%
NWM
316
Northwest Wealth Management
Iowa
$914K -$63.3K -669 -6%
BBL
317
Beck Bode LLC
Massachusetts
$911K -$446K -4,710 -33%
WIA
318
World Investment Advisors
California
$906K -$66.8K -706 -7%
CCM
319
Coldstream Capital Management
Washington
$903K -$54.4K -575 -6%
CB
320
Commerce Bank
Missouri
$895K -$46.5K -491 -5%
GIA
321
Gladstone Institutional Advisory
Florida
$875K +$226K +2,388 +35%
PFA
322
Pure Financial Advisors
California
$870K +$46.8K +495 +6%
VAM
323
Verity Asset Management
North Carolina
$869K -$824K -8,706 -49%
MGIA
324
Moneta Group Investment Advisors
Missouri
$861K +$254K +2,682 +42%
TWA
325
Talisman Wealth Advisors
New Jersey
$844K +$5.87K +62 +0.7%
11 12
13
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