IUSV icon

iShares Core S&P US Value ETF

779 hedge funds and large institutions have $19.8B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$369K
Puts
$267K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
301
Quantinno Capital Management
New York
$1.22M
PFM
302
Phillips Financial Management
Indiana
$1.22M
BWM
303
Brickley Wealth Management
California
$1.21M
VA
304
VestGen Advisors
Illinois
$1.17M
EIA
305
Eldridge Investment Advisors
New Hampshire
$1.16M
ATC
306
Argent Trust Co
Tennessee
$1.12M
AEPWM
307
Atlantic Edge Private Wealth Management
Florida
$1.11M
WANY
308
Wealthspire Advisors (New York)
New York
$1.11M
SIS
309
Sound Income Strategies
Florida
$1.1M
CCM
310
Coldstream Capital Management
Washington
$1.1M
PFA
311
Pure Financial Advisors
California
$1.1M
BFG
312
Bleakley Financial Group
New Jersey
$1.08M
WPC
313
White Pine Capital
Minnesota
$1.07M
MMPW
314
Mitchell McLeod Pugh & Williams
Alabama
$1.07M
SWA
315
Stratos Wealth Advisors
Ohio
$1.05M
MGIA
316
Moneta Group Investment Advisors
Missouri
$1.04M
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.03M
LSA
318
Lansing Street Advisors
Pennsylvania
$1.03M
WIA
319
World Investment Advisors
California
$1.01M
RWRC
320
R.W. Roge & Company
New York
$996K
EWA
321
Elevate Wealth Advisory
Georgia
$995K
OCPWS
322
One Charles Private Wealth Services
Massachusetts
$984K
GFWA
323
Grey Fox Wealth Advisors
Delaware
$971K
CB
324
Commerce Bank
Missouri
$970K
D
325
Dentgroup
Louisiana
$959K