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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 %
AWM
401
AE Wealth Management
Kansas
$467K +$77.4K +818 +20%
SW
402
Simplicity Wealth
New Jersey
$466K +$466K +4,926 New
WB
403
WesBanco Bank
West Virginia
$464K – – –
GS
404
GWN Securities
Florida
$463K -$5.5K -58 -1%
FFP
405
FourThought Financial Partners
Florida
$462K -$9.08K -96 -2%
TF
406
Tompkins Financial
New York
$462K – – –
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$460K +$114K +1,204 +33%
PPW
408
Presilium Private Wealth
Pennsylvania
$454K -$1.82M -19,251 -80%
WTC
409
WhitTier Trust Company
Nevada
$451K +$44.5K +470 +11%
BFS
410
Bradley Foster & Sargent
Connecticut
$447K – – –
SFC
411
SYM Financial Corp
Indiana
$444K – – –
IAG
412
Investment Advisory Group
Massachusetts
$444K – – –
PA
413
Parallel Advisors
California
$439K -$2.84K -30 -0.6%
BH
414
Burk Holdings
Oklahoma
$437K – – –
EWA
415
Exencial Wealth Advisors
Oklahoma
$436K -$45.6K -482 -9%
KHC
416
Koesten Hirschmann & Crabtree
Kansas
$435K -$38.8K -410 -8%
AP
417
Americana Partners
Texas
$432K -$2.56K -27 -0.6%
CCM
418
Cutler Capital Management
Massachusetts
$432K – – –
MWM
419
Meridian Wealth Management
Kentucky
$430K -$131K -1,382 -23%
CIA
420
Choate Investment Advisors
Massachusetts
$426K – – –
CL
421
CIM LLC
New York
$425K -$1.14K -12 -0.3%
NG
422
Norden Group
Utah
$418K – – –
ME
423
McIlrath & Eck
Washington
$418K +$96.5K +1,020 +30%
EIP
424
Ellis Investment Partners
Pennsylvania
$415K -$6.81K -72 -2%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$413K -$284 -3 -0.1%
15 16
17
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