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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 %
GIA
351
Gladstone Institutional Advisory
Florida
$633K +$37.2K +403 +6%
SHIM
352
Stone House Investment Management
Pennsylvania
$632K +$632K +6,852 New
VFG
353
Victory Financial Group
Texas
$631K +$24.6K +271 +4%
MWM
354
Mission Wealth Management
California
$623K +$179K +1,944 +40%
BWMG
355
Barnes Wealth Management Group
California
$620K +$18.5K +200 +3%
RW
356
Regimen Wealth
Georgia
$613K +$2.4K +26 +0.4%
SWM
357
SeaCrest Wealth Management
New York
$612K -$5.54K -60 -0.9%
OPTFSNA
358
Old Point Trust & Financial Services N A
Virginia
$611K +$284K +3,080 +87%
TPI
359
Trust Point Inc
Wisconsin
$609K – – –
PCIA
360
Prime Capital Investment Advisors
Kansas
$601K -$1.57K -17 -0.3%
AAP
361
Arax Advisory Partners
Colorado
$593K -$4.25K -46 -0.7%
MGIA
362
Moneta Group Investment Advisors
Missouri
$592K +$34.8K +377 +6%
EFS
363
Essex Financial Services
Connecticut
$585K +$2.49K +27 +0.4%
BCI
364
Brinker Capital Investments
Pennsylvania
$584K -$281K -3,050 -33%
OPS
365
Orion Portfolio Solutions
Nebraska
$584K -$281K -3,050 -33%
SCM
366
Sterling Capital Management
North Carolina
$583K +$10.7K +116 +2%
NRI
367
NFP Retirement Inc
California
$576K -$41.7K -452 -7%
IPW
368
Impact Partnership Wealth
Georgia
$575K +$72.9K +790 +15%
QP
369
Quartz Partners
New York
$565K -$572K -6,199 -50%
MWM
370
Meridian Wealth Management
Kentucky
$547K +$19.7K +214 +4%
RBC
371
Roble Belko & Company
Pennsylvania
$543K +$2.21K +24 +0.4%
HGA
372
Hobbs Group Advisors
South Carolina
$543K +$92 +1 +0%
KWM
373
Kingsview Wealth Management
Oregon
$542K +$78K +845 +17%
GAB
374
German American Bancorp
Indiana
$542K +$49.1K +532 +10%
AAS
375
Annex Advisory Services
Wisconsin
$541K -$18.6K -201 -3%
13 14
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