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iShares Core S&P US Value ETF
IUSV
IUSV
795 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 279 increasing their positions, 232 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
136% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 44
38% more call options, than puts
Call options by funds: $369K | Put options by funds: $267K
20% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 232
17% more funds holding in top 10
Funds holding in top 10: 46 → 54 (+8)
8% more capital invested
Capital invested by funds: $18.4B → $20B (+$1.52B)
7% more funds holding
Funds holding: 746 → 795 (+49)
0.08% less ownership
Funds ownership: 81.94% → 81.85% (-0.08%)
Holders
795
Holders Change
+49
Holders Change %
+6.57%
% of All Funds
9.67%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.66%
New
104
Increased
279
Reduced
232
Closed
44
Calls
$369K
Puts
$267K
Net Calls
+$102K
Net Calls Change
+$102K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$321M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$108M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$106M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$69.7M |
| 5 |
Morgan Stanley
New York
|
+$64.9M |
Top Sellers
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$56.4M |
| 2 |
TLA
Tanglewood Legacy Advisors
Houston,
Texas
|
-$29.1M |
| 3 |
Two Sigma Investments
New York
|
-$23.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.7M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$11M |
