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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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$61.8M -$196K -2,126 -0.3%
AF
27
Allworth Financial
California
$59.3M +$11.1M +126,327 +23%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$58M +$7.17M +77,651 +14%
TLA
29
Tanglewood Legacy Advisors
Texas
$56.2M +$3.05M +33,036 +6%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$54.8M +$1.26M +13,675 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$53.6M +$907K +9,832 +2%
Goldman Sachs
32
Goldman Sachs
New York
$52.1M +$17.5M +189,409 +51%
Osaic Holdings
33
Osaic Holdings
Arizona
$51.6M +$7.66M +82,976 +17%
AOI
34
Auto-Owners Insurance
Michigan
$48M -$78.4M -840,200 -62%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$47.6M +$17.6K +191 +0%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$43.9M +$1.15M +12,454 +3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$43.1M +$959K +10,386 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$42.2M -$1.56M -16,850 -4%
Ameriprise
39
Ameriprise
Minnesota
$38.2M +$599K +6,491 +2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$38.1M +$116K +1,254 +0.3%
TA
41
Townsend & Associates
Colorado
$37.9M +$351K +4,168 +0.9%
NFG
42
Nadler Financial Group
Illinois
$37.6M +$140K +1,514 +0.4%
IFA
43
Independence Financial Advisors
New Hampshire
$34.6M +$34.6M +374,405 New
GWM
44
GDS Wealth Management
Texas
$34.2M -$4.36M -47,244 -11%
SSB
45
Sandy Spring Bank
Maryland
$33.4M -$155K -1,675 -0.5%
KPWS
46
Kestra Private Wealth Services
Texas
$33.4M +$285K +3,084 +0.9%
HFS
47
Hantz Financial Services
Michigan
$32.7M +$237K +2,563 +0.7%
VC
48
Veracity Capital
Georgia
$32.6M -$731K -7,920 -2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$32.3M -$11.4M -123,472 -26%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$32.1M +$7.09M +76,857 +28%
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