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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 %
VFA
501
Valeo Financial Advisors
Indiana
$283K +$2.22K +24 +0.8%
IAIM
502
International Assets Investment Management
Florida
$283K +$283K +3,062 New
ADL
503
Asset Dedication LLC
California
$280K – – –
RF
504
Roxbury Financial
New Jersey
$279K -$3.92K -41 -1%
Qube Research & Technologies (QRT)
505
Qube Research & Technologies (QRT)
United Kingdom
$277K +$11.8K +128 +4%
FDW
506
Fourth Dimension Wealth
Ohio
$276K -$4.98K -54 -2%
WG
507
Watchman Group
Texas
$275K -$453K -4,906 -62%
CRI
508
Colonial River Investments
Virginia
$274K +$17.3K +187 +7%
AWM
509
Axxcess Wealth Management
California
$274K +$17.3K +187 +7%
BJL
510
Brighton Jones LLC
Washington
$274K +$31.9K +346 +13%
WA
511
Wealth Alliance
New York
$273K +$6.65K +72 +2%
CIA
512
Compass Ion Advisors
Pennsylvania
$273K – – –
MSA
513
Marino Stram & Associates
Massachusetts
$273K – – –
BO
514
Bank OZK
Arkansas
$268K +$4.71K +51 +2%
AF
515
Atala Financial
California
$267K – – –
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$265K +$44.1K +478 +20%
DIM
517
Delta Investment Management
California
$263K +$17.4K +188 +7%
SRCM
518
Signature Resources Capital Management
California
$262K – – –
Vanguard Group
519
Vanguard Group
Pennsylvania
$262K -$5.17K -56 -2%
HFO
520
Heritage Family Offices
Arizona
$261K – – –
USCWA
521
U.S. Capital Wealth Advisors
Texas
$259K – – –
WCAMG
522
Woodard & Company Asset Management Group
North Carolina
$258K – – –
OWA
523
Octavia Wealth Advisors
Ohio
$256K -$3.69K -40 -1%
CA
524
Calton & Associates
Florida
$255K +$255K +2,766 New
TC
525
Trilogy Capital
California
$252K +$92 +1 +0%
19 20
21
22 23