We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

747 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 229

9% more capital invested

Capital invested by funds: $17B → $18.4B (+$1.47B)

3% more funds holding

Funds holding: 727747 (+20)

0.69% more ownership

Funds ownership: 81.25%81.94% (+0.69%)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

Holders
747
Holders Change
+20
Holders Change %
+2.75%
% of All Funds
9.81%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.6%
New
67
Increased
273
Reduced
229
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$73.6M +$334K +3,427 +0.5%
TLA
27
Tanglewood Legacy Advisors
Texas
$64.3M +$1.73M +17,805 +3%
AF
28
Allworth Financial
California
$63.9M -$1.28M -13,124 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$63.5M +$3.32M +34,113 +6%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$62.5M +$1.13M +11,659 +2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$62.2M -$5.18M -53,186 -8%
Goldman Sachs
32
Goldman Sachs
New York
$59.1M +$2.39M +24,513 +4%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$54.5M -$199K -2,046 -0.4%
Osaic Holdings
34
Osaic Holdings
Arizona
$51.4M +$1.05M +10,834 +2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$47.7M +$6.42K +66 +0%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$46.1M -$218K -2,241 -0.5%
NFG
37
Nadler Financial Group
Illinois
$44.7M +$3.55M +36,500 +9%
Corient Private Wealth
38
Corient Private Wealth
Florida
$44.6M -$874K -8,983 -2%
Ameriprise
39
Ameriprise
Minnesota
$41.4M -$524K -5,380 -1%
FHA
40
Flagship Harbor Advisors
Massachusetts
$40.8M +$5.01M +51,452 +14%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$39.3M -$841K -8,637 -2%
VC
42
Veracity Capital
Georgia
$38.9M +$1.45M +14,895 +4%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$37.3M +$809K +8,314 +2%
AUB
44
Atlantic Union Bankshares
Virginia
$36.3M +$945K +9,706 +3%
TA
45
Townsend & Associates
Colorado
$36.1M -$7.94M -81,601 -18%
PAG
46
Private Advisor Group
New Jersey
$35.5M +$551K +5,657 +2%
KPWS
47
Kestra Private Wealth Services
Texas
$35.2M -$595K -6,112 -2%
HFS
48
Hantz Financial Services
Michigan
$34.8M +$491K +5,044 +1%
HR
49
Howe & Rusling
New York
$34.2M +$3.09M +31,792 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$30.2M +$961K +9,871 +3%