IUSV icon

iShares Core S&P US Value ETF

785 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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
AWM
351
Aprio Wealth Management
Georgia
$801K
WT
352
Whittier Trust
California
$785K
VCA
353
Verdence Capital Advisors
Maryland
$777K
Bessemer Group
354
Bessemer Group
New Jersey
$774K
FAI
355
Fiduciary Advisors Inc
Missouri
$768K
IWB
356
Innovative Wealth Building
Maryland
$763K
BM
357
Berman McAleer
Maryland
$749K
CL
358
Choreo LLC
Illinois
$741K
DADC
359
D.A. Davidson & Co
Montana
$737K
HPM
360
Hoxton Planning & Management
West Virginia
$736K
FCM
361
Firestone Capital Management
Florida
$712K
KWA
362
Kingswood Wealth Advisors
California
$712K
DCM
363
DGS Capital Management
New Jersey
$707K
TIAA Trust, National Association
364
TIAA Trust, National Association
North Carolina
$703K
DJSG
365
D.J. St. Germain
Massachusetts
$698K
S
366
Sachetta
Massachusetts
$694K
CFS
367
Coordinated Financial Services
Colorado
$690K
RW
368
Regimen Wealth
Georgia
$690K
AWM
369
Axxcess Wealth Management
California
$688K
WC
370
Waterloo Capital
Texas
$682K
TPI
371
Trust Point Inc
Wisconsin
$677K
BWMG
372
Barnes Wealth Management Group
California
$668K
CFGA
373
Cambridge Financial Group (Arizona)
Arizona
$668K
XF
374
XML Financial
Maryland
$657K
RMS
375
Retirement Management Systems
Maryland
$652K