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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 %
BOM
451
Bank of Marin
California
$353K -$27.7K -300 -7%
CG
452
Clifford Group
Massachusetts
$352K – – –
AAM
453
Augustine Asset Management
Florida
$352K -$7.2K -78 -2%
DJSG
454
D.J. St. Germain
Massachusetts
$351K -$309K -3,345 -47%
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$350K +$21.6K +234 +7%
SC
456
Scotia Capital
Ontario, Canada
$349K – – –
UAG
457
United Advisor Group
Ohio
$348K +$10.4K +113 +3%
SG
458
StoneX Group
New York
$348K -$39.4K -427 -10%
PFA
459
Pathway Financial Advisors
Vermont
$347K – – –
ZBNA
460
Zions Bancorporation, National Association
Utah
$344K +$344K +3,727 New
LI
461
LRI Investments
Florida
$342K – – –
PCH
462
PGIM Custom Harvest
New Jersey
$341K +$78K +845 +30%
CT
463
Colonial Trust
South Carolina
$340K – – –
Bank of Montreal
464
Bank of Montreal
Ontario, Canada
$338K +$55.7K +604 +20%
FA
465
FF Advisors
California
$337K +$337K +3,772 New
KAM
466
Kraft Asset Management
Tennessee
$336K – – –
LIM
467
Leavell Investment Management
Alabama
$334K -$3.69K -40 -1%
DWP
468
Daymark Wealth Partners
Ohio
$333K +$69.4K +752 +26%
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$332K – – –
DWT
470
Dorsey & Whitney Trust
South Dakota
$332K +$332K +3,595 New
BWG
471
Berry Wealth Group
Texas
$331K +$98K +1,062 +42%
FRA
472
Front Row Advisors
California
$329K – – –
DE
473
Diversified Enterprises
Delaware
$328K +$738 +8 +0.2%
NF
474
Nikulski Financial
Iowa
$328K -$39.2K -425 -11%
CAM
475
Cozad Asset Management
Illinois
$328K – – –
17 18
19
20 21