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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 %
WPC
301
White Pine Capital
Minnesota
$1.03M -$31.2K -330 -3%
AWM
302
Aprio Wealth Management
Georgia
$1.01M -$209K -2,206 -17%
S
303
Sachetta
Massachusetts
$1.01M -$11.2K -118 -1%
QCM
304
Quantinno Capital Management
New York
$991K -$100K -1,060 -9%
ODIJL
305
One Day In July LLC
Vermont
$985K +$105K +1,111 +12%
Lido Advisors
306
Lido Advisors
California
$982K +$11.4K +120 +1%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$967K +$747K +7,898 +340%
LSA
308
Lansing Street Advisors
Pennsylvania
$960K +$2.65K +28 +0.3%
SWA
309
Stratos Wealth Advisors
Ohio
$959K +$24.6K +260 +3%
PIA
310
Perennial Investment Advisors
California
$954K +$44.9K +475 +5%
AssetMark Inc
311
AssetMark Inc
California
$938K -$191K -2,017 -17%
OCPWS
312
One Charles Private Wealth Services
Massachusetts
$937K – – –
MMPW
313
Mitchell McLeod Pugh & Williams
Alabama
$935K -$19.3K -204 -2%
WFA
314
WMG Financial Advisors
Tennessee
$934K -$122K -1,284 -12%
PG
315
Patten Group
Tennessee
$930K -$121K -1,279 -12%
RWRC
316
R.W. Roge & Company
New York
$922K +$52.6K +556 +6%
NWM
317
Northwest Wealth Management
Iowa
$914K -$63.3K -669 -6%
BBL
318
Beck Bode LLC
Massachusetts
$911K -$446K -4,710 -33%
WIA
319
World Investment Advisors
California
$906K -$66.8K -706 -7%
CCM
320
Coldstream Capital Management
Washington
$903K -$54.4K -575 -6%
CB
321
Commerce Bank
Missouri
$895K -$46.5K -491 -5%
GIA
322
Gladstone Institutional Advisory
Florida
$875K +$226K +2,388 +35%
PFA
323
Pure Financial Advisors
California
$870K +$46.8K +495 +6%
VAM
324
Verity Asset Management
North Carolina
$869K -$824K -8,706 -49%
MGIA
325
Moneta Group Investment Advisors
Missouri
$861K +$254K +2,682 +42%
11 12
13
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