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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 %
SSWM
476
Sheets Smith Wealth Management
North Carolina
$329K +$568 +6 +0.2%
AWAP
477
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$379 +4 +0.1%
VWA
478
Valued Wealth Advisors
Utah
$327K +$194K +2,055 +146%
Vanguard Group
479
Vanguard Group
Pennsylvania
$326K +$57.8K +611 +22%
GWAG
480
Garrett Wealth Advisory Group
Texas
$324K -$76.7K -811 -19%
Envestnet Portfolio Solutions
481
Envestnet Portfolio Solutions
Illinois
$320K -$1.19M -12,592 -79%
CI
482
CX Institutional
Indiana
$320K +$9.18K +97 +3%
PCM
483
Parsons Capital Management
Rhode Island
$319K – – –
DE
484
Diversified Enterprises
Delaware
$319K -$17.4K -184 -5%
CIC
485
Carnegie Investment Counsel
Ohio
$319K -$32.5K -343 -9%
VFA
486
Valeo Financial Advisors
Indiana
$316K +$25.8K +273 +9%
APW
487
Austin Private Wealth
Texas
$312K – – –
BCA
488
Bay Colony Advisors
Massachusetts
$308K +$473 +5 +0.2%
Koshinski Asset Management
489
Koshinski Asset Management
Illinois
$308K -$31.7K -335 -9%
NGA
490
Naples Global Advisors
Florida
$306K – – –
HWMT
491
Heritage Wealth Management (Texas)
Texas
$305K +$305K +3,226 New
CAM
492
CPA Asset Management
Florida
$301K – – –
NF
493
Nikulski Financial
Iowa
$299K -$37.9K -400 -11%
RWP
494
Ridgecrest Wealth Partners
California
$298K – – –
HWM
495
HB Wealth Management
Georgia
$296K -$255K -2,690 -46%
Neuberger Berman Group
496
Neuberger Berman Group
New York
$296K – – –
WS
497
Wedbush Securities
California
$295K +$189 +2 +0.1%
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$292K – – –
SHFA
499
SC&H Financial Advisors
Maryland
$291K -$3.6K -38 -1%
SIS
500
Sound Income Strategies
Florida
$290K +$249K +2,634 +615%
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