IUSV icon

iShares Core S&P US Value ETF

741 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
501
Zions Bancorporation, National Association
Utah
$319K
CAM
502
CPA Asset Management
Florida
$318K
WA
503
Wealthstream Advisors
New York
$317K
RWP
504
Ridgecrest Wealth Partners
California
$315K
Neuberger Berman Group
505
Neuberger Berman Group
New York
$312K
WS
506
Wedbush Securities
California
$312K
BJL
507
Brighton Jones LLC
Washington
$309K
PWPS
508
Pinnacle Wealth Planning Services
Ohio
$309K
SHFA
509
SC&H Financial Advisors
Maryland
$308K
Envestnet Portfolio Solutions
510
Envestnet Portfolio Solutions
Illinois
$307K
ADL
511
Asset Dedication LLC
California
$303K
LWM
512
LongView Wealth Management
Georgia
$300K
CIA
513
Compass Ion Advisors
Pennsylvania
$296K
STA
514
Summit Trail Advisors
New York
$292K
PCM
515
Parsons Capital Management
Rhode Island
$291K
BO
516
Bank OZK
Arkansas
$291K
AF
517
Atala Financial
California
$289K
AssetMark Inc
518
AssetMark Inc
California
$289K
RF
519
Roxbury Financial
New Jersey
$289K
VPIM
520
Vanguard Personalized Indexing Management
California
$288K
SWP
521
Sagespring Wealth Partners
Tennessee
$286K
OWA
522
Octavia Wealth Advisors
Ohio
$285K
HFO
523
Heritage Family Offices
Arizona
$283K
EWM
524
Elevatus Welath Management
New York
$282K
HH
525
Hilltop Holdings
Texas
$280K