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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 %
FCM
351
Firestone Capital Management
Florida
$657K – – –
DJSG
352
D.J. St. Germain
Massachusetts
$644K +$284K +3,000 +79%
RW
353
Regimen Wealth
Georgia
$631K +$2.93K +31 +0.5%
SWM
354
SeaCrest Wealth Management
New York
$628K – – –
WC
355
Waterloo Capital
Texas
$627K -$33.9K -358 -5%
TPI
356
Trust Point Inc
Wisconsin
$625K – – –
MWM
357
Mission Wealth Management
California
$623K -$15.4K -163 -2%
BWMG
358
Barnes Wealth Management Group
California
$617K -$18.6K -197 -3%
BIG
359
Brooklyn Investment Group
New York
$613K +$597K +6,307 +3,688%
SCM
360
Sterling Capital Management
North Carolina
$604K +$7.1K +75 +1%
D
361
Dentgroup
Louisiana
$594K -$261K -2,754 -31%
VFG
362
Victory Financial Group
Texas
$593K -$63.4K -670 -10%
CFP
363
Cascade Financial Partners
California
$590K +$590K +6,233 New
BRWA
364
B. Riley Wealth Advisors
Florida
$586K +$586K +6,194 New
JWCA
365
J.W. Cole Advisors
Florida
$583K +$583K +6,164 New
EFS
366
Essex Financial Services
Connecticut
$583K -$16.8K -178 -3%
NRI
367
NFP Retirement Inc
California
$570K -$20.7K -219 -4%
FTS
368
Fifth Third Securities
Ohio
$569K +$61.2K +647 +12%
JPWM
369
Jamison Private Wealth Management
Georgia
$562K +$562K +5,943 New
AAP
370
Arax Advisory Partners
Colorado
$562K -$87.4K -864 -13%
RBC
371
Roble Belko & Company
Pennsylvania
$560K +$2.56K +27 +0.5%
AAS
372
Annex Advisory Services
Wisconsin
$555K – – –
KWM
373
Kingsview Wealth Management
Oregon
$549K -$6.72K -71 -1%
MCM
374
MAI Capital Management
Ohio
$549K -$3.41K -36 -0.6%
GAB
375
German American Bancorp
Indiana
$548K -$7.19K -76 -1%
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15
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