IUSV icon

iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
501
Wedbush Securities
California
$295K
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$292K
SHFA
503
SC&H Financial Advisors
Maryland
$291K
SIS
504
Sound Income Strategies
Florida
$290K
NCFG
505
New Century Financial Group
New Jersey
$287K
ADL
506
Asset Dedication LLC
California
$287K
WAP
507
Wealthcare Advisory Partners
Pennsylvania
$285K
RF
508
Roxbury Financial
New Jersey
$284K
LWM
509
LongView Wealth Management
Georgia
$284K
CIA
510
Compass Ion Advisors
Pennsylvania
$280K
BO
511
Bank OZK
Arkansas
$275K
AF
512
Atala Financial
California
$274K
VPIM
513
Vanguard Personalized Indexing Management
California
$273K
SA
514
Sovran Advisors
California
$268K
CRI
515
Colonial River Investments
Virginia
$268K
WCAMG
516
Woodard & Company Asset Management Group
North Carolina
$266K
HH
517
Hilltop Holdings
Texas
$265K
PA
518
Pinnacle Associates
New York
$265K
CA
519
Calton & Associates
Florida
$262K
DWP
520
Daymark Wealth Partners
Ohio
$261K
OWA
521
Octavia Wealth Advisors
Ohio
$260K
FF
522
Francis Financial
$259K
HFO
523
Heritage Family Offices
Arizona
$259K
TC
524
Trilogy Capital
California
$259K
PCH
525
PGIM Custom Harvest
New Jersey
$256K