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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 %
ODIJL
326
One Day In July LLC
Vermont
$858K +$111K +1,208 +15%
RWRC
327
R.W. Roge & Company
New York
$848K +$24.3K +263 +3%
D
328
Dentgroup
Louisiana
$833K +$17.6K +191 +2%
GFWA
329
Grey Fox Wealth Advisors
Delaware
$821K -$57.9K -627 -7%
TWA
330
Talisman Wealth Advisors
New Jersey
$818K -$2.77K -30 -0.3%
SHGA
331
Sand Hill Global Advisors
California
$809K -$77.2K -836 -9%
PFA
332
Pure Financial Advisors
California
$803K +$14.3K +155 +2%
WHCFA
333
William Howard & Co Financial Advisors
Tennessee
$786K – – –
ICP
334
Interchange Capital Partners
Pennsylvania
$779K +$2.77K +30 +0.4%
EAM
335
Empirical Asset Management
Massachusetts
$767K -$25.5M -276,291 -97%
TCA
336
Transcend Capital Advisors
New Jersey
$757K +$158K +1,717 +26%
NL
337
NWAM LLC
Washington
$750K -$128K -1,392 -15%
EFL
338
ERn Financial LLC
Wisconsin
$722K -$67.2K -728 -9%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$721K +$156K +1,692 +28%
DADC
340
D.A. Davidson & Co
Montana
$720K +$82K +888 +13%
TC
341
TownSquare Capital
Utah
$696K +$152K +1,652 +28%
VCA
342
Verdence Capital Advisors
Maryland
$694K +$1.94K +21 +0.3%
WT
343
Whittier Trust
California
$692K – – –
CFS
344
Coordinated Financial Services
Colorado
$679K +$17.9K +194 +3%
FAI
345
Fiduciary Advisors Inc
Missouri
$676K -$15.7K -170 -2%
AF
346
Apollon Financial
South Carolina
$655K +$325K +3,520 +98%
MA
347
MONECO Advisors
Connecticut
$653K +$1.29K +14 +0.2%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$651K -$30.4K -329 -4%
WC
349
Waterloo Capital
Texas
$644K -$15.2K -165 -2%
FCM
350
Firestone Capital Management
Florida
$641K – – –
12 13
14
15 16