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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
9.63%
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 %
TWA
326
Talisman Wealth Advisors
New Jersey
$844K +$5.87K +62 +0.7%
SHGA
327
Sand Hill Global Advisors
California
$830K – – –
NL
328
NWAM LLC
Washington
$825K +$43.6K +453 +6%
OAM
329
Occidental Asset Management
California
$818K -$861K -9,099 -51%
BWCS
330
Beirne Wealth Consulting Services
Connecticut
$809K -$78.2K -826 -9%
CWM
331
Congress Wealth Management
Massachusetts
$808K +$396K +4,184 +96%
ICP
332
Interchange Capital Partners
Pennsylvania
$802K +$3.31K +35 +0.4%
EAM
333
Empirical Asset Management
Massachusetts
$787K – – –
WHCFA
334
William Howard & Co Financial Advisors
Tennessee
$762K -$43.9K -464 -5%
Citadel Advisors
335
Citadel Advisors
Florida
$762K -$5.87M -62,007 -89%
EFL
336
ERn Financial LLC
Wisconsin
$741K +$95 +1 +0%
DADC
337
D.A. Davidson & Co
Montana
$726K -$12K -127 -2%
BCI
338
Brinker Capital Investments
Pennsylvania
$726K +$127K +1,343 +21%
VCA
339
Verdence Capital Advisors
Maryland
$714K +$2.27K +24 +0.3%
WT
340
Whittier Trust
California
$710K – – –
FAI
341
Fiduciary Advisors Inc
Missouri
$703K +$9.75K +103 +1%
IWB
342
Innovative Wealth Building
Maryland
$702K -$607K -6,414 -46%
OPTFSNA
343
Old Point Trust & Financial Services N A
Virginia
$697K +$70.5K +745 +11%
RSWM
344
Robertson Stephens Wealth Management
California
$695K -$4.87M -52,661 -88%
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$683K +$14.7K +155 +2%
SFA
346
Sequoia Financial Advisors
Ohio
$678K -$634K -6,703 -48%
TCA
347
Transcend Capital Advisors
New Jersey
$672K -$104K -1,104 -13%
KWA
348
Kingswood Wealth Advisors
California
$670K +$189K +2,000 +39%
CFS
349
Coordinated Financial Services
Colorado
$667K -$29.6K -313 -4%
MA
350
MONECO Advisors
Connecticut
$665K -$4.54K -48 -0.7%
12 13
14
15 16