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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 %
EWA
301
Elevate Wealth Advisory
Georgia
$1.06M +$554 +6 +0.1%
WPC
302
White Pine Capital
Minnesota
$1.03M -$9.97K -108 -1%
WFA
303
WMG Financial Advisors
Tennessee
$1.03M -$41.6K -451 -4%
PG
304
Patten Group
Tennessee
$1.03M -$59.5K -645 -5%
BWM
305
Boyd Wealth Management
California
$1.01M +$22.4K +243 +2%
AEPWM
306
Atlantic Edge Private Wealth Management
Florida
$997K +$177K +1,915 +22%
S
307
Sachetta
Massachusetts
$994K -$3.88K -42 -0.4%
MHS
308
M Holdings Securities
Oregon
$982K – – –
NWM
309
Northwest Wealth Management
Iowa
$953K -$43.3K -469 -4%
Allianz Asset Management
310
Allianz Asset Management
Germany
$951K +$951K +10,300 New
WIA
311
World Investment Advisors
California
$948K -$14.3K -155 -1%
Lido Advisors
312
Lido Advisors
California
$946K -$158K -1,711 -14%
LSA
313
Lansing Street Advisors
Pennsylvania
$934K +$3.05K +33 +0.3%
CCM
314
Coldstream Capital Management
Washington
$934K – – –
MMPW
315
Mitchell McLeod Pugh & Williams
Alabama
$931K +$25.8K +280 +3%
AQR Capital Management
316
AQR Capital Management
Connecticut
$927K +$159K +1,725 +21%
SCM
317
Seascape Capital Management
New Hampshire
$921K – – –
CB
318
Commerce Bank
Missouri
$918K +$18.1K +196 +2%
FA
319
Fortis Advisors
Pennsylvania
$917K +$3.69K +40 +0.4%
OCPWS
320
One Charles Private Wealth Services
Massachusetts
$913K – – –
SWA
321
Stratos Wealth Advisors
Ohio
$911K +$277 +3 +0%
HF
322
HRT Financial
New York
$894K +$894K +9,694 New
TSS
323
Two Sigma Securities
New York
$892K +$892K +9,670 New
PIA
324
Perennial Investment Advisors
California
$887K +$31.1K +337 +4%
BWCS
325
Beirne Wealth Consulting Services
Connecticut
$866K -$30.6K -331 -3%
11 12
13
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