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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 %
JIC
476
Joel Isaacson & Co
New York
$328K – – –
NW
477
NewEdge Wealth
Pennsylvania
$328K -$36.2K -392 -10%
SWP
478
Sagespring Wealth Partners
Tennessee
$325K – – –
SSWM
479
Sheets Smith Wealth Management
North Carolina
$320K +$461 +5 +0.1%
AWAP
480
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$319K +$9.6K +104 +3%
ME
481
McIlrath & Eck
Washington
$313K +$152K +1,651 +95%
PCM
482
Parsons Capital Management
Rhode Island
$311K -$19.4K -210 -6%
RA
483
RFG Advisory
Alabama
$310K +$6K +65 +2%
CIC
484
Carnegie Investment Counsel
Ohio
$307K – – –
IA
485
IFP Advisors
Florida
$307K +$15.9K +172 +5%
APW
486
Austin Private Wealth
Texas
$304K – – –
CI
487
CX Institutional
Indiana
$303K +$4.89K +53 +2%
NGA
488
Naples Global Advisors
Florida
$298K -$2.31K -25 -0.8%
BCA
489
Bay Colony Advisors
Massachusetts
$298K -$3.75K -41 -1%
FF
490
Francis Financial
$297K -$12.6K -136 -4%
IAS
491
Insigneo Advisory Services
Florida
$294K -$17.1K -185 -5%
CAM
492
CPA Asset Management
Florida
$293K -$30.5K -331 -9%
PP
493
Patten & Patten
Tennessee
$293K – – –
RWP
494
Ridgecrest Wealth Partners
California
$291K -$50.8K -550 -15%
Neuberger Berman Group
495
Neuberger Berman Group
New York
$288K +$288K +3,124 New
WS
496
Wedbush Securities
California
$288K +$92 +1 +0%
Empower Advisory Group
497
Empower Advisory Group
Colorado
$287K +$287K +3,113 New
SHFA
498
SC&H Financial Advisors
Maryland
$287K +$831 +9 +0.3%
First Trust Advisors
499
First Trust Advisors
Illinois
$287K -$369 -4 -0.1%
PWPS
500
Pinnacle Wealth Planning Services
Ohio
$285K – – –
18 19
20
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