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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 %
MWM
376
Mascoma Wealth Management
New Hampshire
$539K -$171K -1,852 -24%
Chevy Chase Trust
377
Chevy Chase Trust
Maryland
$539K +$539K +5,835 New
MCM
378
MAI Capital Management
Ohio
$538K -$79.1K -857 -13%
HWM
379
HB Wealth Management
Georgia
$537K -$36.3K -393 -6%
Brown Advisory
380
Brown Advisory
Maryland
$532K +$48.5K +525 +10%
FA
381
Flagstar Advisors
New York
$521K +$1.94K +21 +0.4%
PIN
382
Prudent Investors Network
California
$515K – – –
XF
383
XML Financial
Maryland
$512K +$107K +1,159 +26%
GL
384
Graypoint LLC
New York
$508K -$2.77K -30 -0.5%
ESB
385
Essex Savings Bank
Connecticut
$507K -$58.1K -630 -10%
Bessemer Group
386
Bessemer Group
New Jersey
$499K +$7.39K +80 +2%
BCM
387
Becker Capital Management
Oregon
$498K +$56.9K +616 +13%
BFA
388
Beaumont Financial Advisors
Massachusetts
$497K – – –
FTS
389
Fifth Third Securities
Ohio
$495K -$44.9K -486 -8%
AC
390
AWM Capital
Arizona
$490K -$22.7K -246 -4%
FAM
391
Forte Asset Management
New York
$488K – – –
Pathstone Holdings
392
Pathstone Holdings
New Jersey
$482K -$198K -2,145 -29%
CWP
393
Cyndeo Wealth Partners
Florida
$479K +$461 +5 +0.1%
BCM
394
BTC Capital Management
Iowa
$474K – – –
EWA
395
Exencial Wealth Advisors
Oklahoma
$470K +$44.5K +482 +10%
KWA
396
Kingswood Wealth Advisors
California
$469K -$365K -3,957 -44%
DFG
397
Dynamic Financial Group
Iowa
$467K – – –
EWM
398
Empirical Wealth Management
Washington
$462K – – –
KHC
399
Koesten Hirschmann & Crabtree
Kansas
$462K – – –
FFP
400
FourThought Financial Partners
Florida
$460K +$34.9K +378 +8%
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16
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