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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 %
TW
451
TritonPoint Wealth
Maryland
$368K – – –
MGAM
452
McGowan Group Asset Management
Texas
$365K +$1.7K +18 +0.5%
BOM
453
Bank of Marin
California
$361K – – –
CG
454
Clifford Group
Massachusetts
$361K – – –
UAG
455
United Advisor Group
Ohio
$359K +$2.18K +23 +0.6%
SG
456
StoneX Group
New York
$359K +$2.65K +28 +0.7%
WA
457
Wealth Alliance
New York
$359K +$78.6K +831 +28%
SC
458
Scotia Capital
Ontario, Canada
$358K – – –
FA
459
FF Advisors
California
$357K – – –
WP
460
Wealthspan Partners
Iowa
$353K -$47.3K -500 -12%
LFA
461
Lauterbach Financial Advisors
Texas
$353K +$105K +1,110 +42%
ZBNA
462
Zions Bancorporation, National Association
Utah
$353K – – –
LI
463
LRI Investments
Florida
$350K – – –
CT
464
Colonial Trust
South Carolina
$349K – – –
RA
465
RFG Advisory
Alabama
$346K +$27.6K +292 +9%
KAM
466
Kraft Asset Management
Tennessee
$345K – – –
ISFAN
467
Investor's Fiduciary Advisor Network
Washington
$343K -$58.3K -617 -15%
LIM
468
Leavell Investment Management
Alabama
$343K – – –
AT
469
American Trust
Kentucky
$341K +$341K +3,598 New
FRA
470
Front Row Advisors
California
$337K – – –
CAM
471
Cozad Asset Management
Illinois
$336K – – –
JIC
472
Joel Isaacson & Co
New York
$336K – – –
SWP
473
Sagespring Wealth Partners
Tennessee
$333K – – –
Bessemer Group
474
Bessemer Group
New Jersey
$332K -$180K -1,900 -35%
BJL
475
Brighton Jones LLC
Washington
$332K +$51.1K +540 +18%
17 18
19
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