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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 %
Brown Advisory
376
Brown Advisory
Maryland
$545K – – –
EWM
377
Empirical Wealth Management
Washington
$542K +$67.5K +713 +14%
XF
378
XML Financial
Maryland
$541K +$16.6K +175 +3%
DFG
379
Dynamic Financial Group
Iowa
$538K +$58.9K +622 +12%
RIS
380
Richmond Investment Services
Wisconsin
$533K +$533K +5,637 New
HGA
381
Hobbs Group Advisors
South Carolina
$531K -$25.1K -265 -5%
PIN
382
Prudent Investors Network
California
$528K – – –
GL
383
Graypoint LLC
New York
$522K +$473 +5 +0.1%
ESB
384
Essex Savings Bank
Connecticut
$520K – – –
BFA
385
Beaumont Financial Advisors
Massachusetts
$510K – – –
FAM
386
Forte Asset Management
New York
$500K – – –
BCM
387
Becker Capital Management
Oregon
$498K -$13.3K -141 -3%
IPW
388
Impact Partnership Wealth
Georgia
$497K -$93.1K -984 -16%
Pathstone Holdings
389
Pathstone Holdings
New Jersey
$496K +$1.99K +21 +0.4%
AC
390
AWM Capital
Arizona
$494K -$8.61K -91 -2%
CWP
391
Cyndeo Wealth Partners
Florida
$492K +$662 +7 +0.1%
BCM
392
Boreal Capital Management
Florida
$487K +$487K +5,142 New
BCM
393
BTC Capital Management
Iowa
$486K – – –
FA
394
Flagstar Advisors
New York
$485K -$49.8K -526 -9%
PCIA
395
Prime Capital Investment Advisors
Kansas
$479K -$137K -1,449 -22%
MWM
396
Mascoma Wealth Management
New Hampshire
$477K -$75.8K -801 -14%
IAS
397
Insigneo Advisory Services
Florida
$477K +$175K +1,847 +58%
FA
398
Fortis Advisors
Pennsylvania
$473K -$467K -4,940 -50%
SM
399
Sweeney & Michel
California
$470K +$2.21K +23 +0.5%
PAS
400
Park Avenue Securities
New York
$468K +$468K +4,942 New
14 15
16
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