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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 %
AAM
426
Augustine Asset Management
Florida
$412K +$51.5K +544 +14%
MPW
427
Melone Private Wealth
Michigan
$411K -$21.9K -232 -5%
PPWP
428
Premier Path Wealth Partners
New Jersey
$411K – – –
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$410K -$15.2K -161 -4%
SWM
430
SFG Wealth Management
Maryland
$409K -$1.99K -21 -0.5%
B
431
Bellecapital
Switzerland
$406K – – –
SHIM
432
Stone House Investment Management
Pennsylvania
$402K -$247K -2,605 -38%
CKAIS
433
Christensen King & Associates Investment Services
Washington
$401K +$379 +4 +0.1%
TC
434
TFR Capital
Texas
$399K – – –
BW
435
BIP Wealth
Georgia
$396K -$47.8K -505 -11%
BWG
436
Berry Wealth Group
Texas
$389K +$49.8K +526 +15%
CA
437
Claro Advisors
Massachusetts
$388K -$43.1K -455 -10%
PP
438
Patten & Patten
Tennessee
$385K +$85.2K +900 +28%
SI
439
Stephens Inc
Arkansas
$385K – – –
CAG
440
Csenge Advisory Group
Florida
$383K -$22.1K -241 -5%
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$379K +$19.9K +210 +6%
GT
442
Greenleaf Trust
Michigan
$379K +$379K +4,003 New
BFC
443
Bedel Financial Consulting
Indiana
$376K – – –
RWM
444
Ritholtz Wealth Management
New York
$376K +$376K +3,975 New
BMCM
445
Bryn Mawr Capital Management
Pennsylvania
$375K -$284 -3 -0.1%
WA
446
Wealthstream Advisors
New York
$373K – – –
GAA
447
Global Assets Advisory
Florida
$372K +$372K +3,888 New
MIA
448
MMBG Investment Advisors
Florida
$371K – – –
AWA
449
Arkadios Wealth Advisors
Georgia
$369K +$7.19K +76 +2%
FCG
450
Fielder Capital Group
Tennessee
$369K -$5.02K -53 -1%
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