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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 %
GS
401
GWN Securities
Florida
$456K +$456K +4,940 New
RFA
402
RTD Financial Advisors
Pennsylvania
$453K +$92 +1 +0%
WB
403
WesBanco Bank
West Virginia
$452K -$27.7K -300 -6%
TF
404
Tompkins Financial
New York
$451K – – –
BFWM
405
Bright Futures Wealth Management
New York
$447K – – –
SCM
406
SOL Capital Management
Maryland
$438K – – –
BFS
407
Bradley Foster & Sargent
Connecticut
$436K – – –
BW
408
BIP Wealth
Georgia
$433K -$4.98K -54 -1%
SFC
409
SYM Financial Corp
Indiana
$433K – – –
IAG
410
Investment Advisory Group
Massachusetts
$433K +$54.9K +595 +15%
PA
411
Parallel Advisors
California
$431K -$137K -1,487 -24%
VPIM
412
Vanguard Personalized Indexing Management
California
$430K – – –
BH
413
Burk Holdings
Oklahoma
$426K – – –
MPW
414
Melone Private Wealth
Michigan
$424K -$9.32K -101 -2%
SF
415
Safeguard Financial
Wisconsin
$424K – – –
AP
416
Americana Partners
Texas
$424K -$25.2M -272,732 -98%
CCM
417
Cutler Capital Management
Massachusetts
$421K – – –
CA
418
Claro Advisors
Massachusetts
$421K -$455K -4,931 -52%
CL
419
CIM LLC
New York
$416K -$12K -130 -3%
CIA
420
Choate Investment Advisors
Massachusetts
$415K -$17.1K -185 -4%
EIP
421
Ellis Investment Partners
Pennsylvania
$411K -$14.3K -155 -3%
LOIP
422
Live Oak Investment Partners
Texas
$410K +$410K +4,440 New
NG
423
Norden Group
Utah
$408K – – –
TPWA
424
TRUE Private Wealth Advisors
Oregon
$403K -$6.74K -73 -2%
CWM
425
Congress Wealth Management
Massachusetts
$402K +$86.8K +940 +28%
15 16
17
18 19