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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 %
PPWP
426
Premier Path Wealth Partners
New Jersey
$401K – – –
SWM
427
SFG Wealth Management
Maryland
$400K +$185 +2 +0%
WTC
428
WhitTier Trust Company
Nevada
$397K – – –
SM
429
Sweeney & Michel
California
$397K +$397K +4,868 New
B
430
Bellecapital
Switzerland
$396K – – –
CKAIS
431
Christensen King & Associates Investment Services
Washington
$393K -$557 -6 -0.1%
ISFAN
432
Investor's Fiduciary Advisor Network
Washington
$391K -$34.3K -372 -8%
GWAG
433
Garrett Wealth Advisory Group
Texas
$391K -$102K -1,110 -21%
WP
434
Wealthspan Partners
Iowa
$391K -$21.2K -230 -5%
TC
435
TFR Capital
Texas
$389K – – –
AWM
436
AE Wealth Management
Kansas
$380K -$14K -152 -4%
CAG
437
Csenge Advisory Group
Florida
$379K -$343 -4 -0.1%
CP
438
Capital Planning
Washington
$376K +$376K +4,073 New
SI
439
Stephens Inc
Arkansas
$375K – – –
BMCM
440
Bryn Mawr Capital Management
Pennsylvania
$366K – – –
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$366K -$8.64K -106 -2%
FCG
442
Fielder Capital Group
Tennessee
$364K – – –
WA
443
Wealthstream Advisors
New York
$363K – – –
MIA
444
MMBG Investment Advisors
Florida
$362K – – –
Two Sigma Investments
445
Two Sigma Investments
New York
$360K +$360K +3,900 New
TW
446
TritonPoint Wealth
Maryland
$359K – – –
TI
447
Tidal Investments
Wisconsin
$356K +$356K +3,857 New
MGAM
448
McGowan Group Asset Management
Texas
$354K +$1.38K +15 +0.4%
BFC
449
Bedel Financial Consulting
Indiana
$353K – – –
AWA
450
Arkadios Wealth Advisors
Georgia
$353K +$353K +3,827 New
16 17
18
19 20