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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 %
NCFG
501
New Century Financial Group
New Jersey
$287K +$40.5K +428 +16%
ADL
502
Asset Dedication LLC
California
$287K – – –
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$285K +$13.8K +146 +5%
RF
504
Roxbury Financial
New Jersey
$284K +$7.95K +84 +3%
LWM
505
LongView Wealth Management
Georgia
$284K +$50.3K +532 +22%
CIA
506
Compass Ion Advisors
Pennsylvania
$280K – – –
BO
507
Bank OZK
Arkansas
$275K – – –
AF
508
Atala Financial
California
$274K – – –
VPIM
509
Vanguard Personalized Indexing Management
California
$273K -$167K -1,769 -38%
SA
510
Sovran Advisors
California
$268K +$7.94K +83 +3%
CRI
511
Colonial River Investments
Virginia
$268K -$18.5K -192 -6%
WCAMG
512
Woodard & Company Asset Management Group
North Carolina
$266K +$1.33K +14 +0.5%
HH
513
Hilltop Holdings
Texas
$265K -$4.45M -47,049 -94%
PA
514
Pinnacle Associates
New York
$265K +$13.8K +146 +5%
CA
515
Calton & Associates
Florida
$262K – – –
DWP
516
Daymark Wealth Partners
Ohio
$261K -$80.5K -851 -24%
OWA
517
Octavia Wealth Advisors
Ohio
$260K -$2.65K -28 -1%
FF
518
Francis Financial
$259K -$45.5K -481 -15%
HFO
519
Heritage Family Offices
Arizona
$259K – – –
TC
520
Trilogy Capital
California
$259K +$379 +4 +0.1%
PCH
521
PGIM Custom Harvest
New Jersey
$256K -$93.5K -988 -27%
GWM
522
Greenhouse Wealth Management
Connecticut
$254K – – –
HL
523
HeadInvest LLC
Maine
$253K – – –
PFA
524
Pinnacle Family Advisors
Missouri
$253K +$40.7K +432 +19%
IA
525
Inspire Advisors
Idaho
$253K +$42.7K +451 +20%
19 20
21
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