We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

747 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 67 funds opening new positions, 273 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 229

9% more capital invested

Capital invested by funds: $17B → $18.4B (+$1.47B)

3% more funds holding

Funds holding: 727747 (+20)

0.69% more ownership

Funds ownership: 81.25%81.94% (+0.69%)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

Holders
747
Holders Change
+20
Holders Change %
+2.75%
% of All Funds
9.81%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.6%
New
67
Increased
273
Reduced
229
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMT
501
Heritage Wealth Management (Texas)
Texas
$321K -$1.17K -12 -0.4%
IA
502
IFP Advisors
Florida
$320K +$56K +575 +22%
ZBNA
503
Zions Bancorporation, National Association
Utah
$319K -$52.6K -540 -14%
CAM
504
CPA Asset Management
Florida
$318K
WA
505
Wealthstream Advisors
New York
$317K -$74.5K -765 -19%
RWP
506
Ridgecrest Wealth Partners
California
$315K
Neuberger Berman Group
507
Neuberger Berman Group
New York
$312K
WS
508
Wedbush Securities
California
$312K +$195 +2 +0.1%
BJL
509
Brighton Jones LLC
Washington
$309K -$40.8K -419 -12%
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$309K
SHFA
511
SC&H Financial Advisors
Maryland
$308K +$973 +10 +0.3%
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$307K -$30.2K -310 -9%
ADL
513
Asset Dedication LLC
California
$303K
LWM
514
LongView Wealth Management
Georgia
$300K
CIA
515
Compass Ion Advisors
Pennsylvania
$296K
STA
516
Summit Trail Advisors
New York
$292K +$69.7K +716 +32%
MKW
517
Mullaney, Keating & Wright
Connecticut
$291K +$973 +10 +0.3%
PCM
518
Parsons Capital Management
Rhode Island
$291K -$45.2K -464 -14%
BO
519
Bank OZK
Arkansas
$291K
AF
520
Atala Financial
California
$289K
AssetMark Inc
521
AssetMark Inc
California
$289K -$683K -7,021 -71%
RF
522
Roxbury Financial
New Jersey
$289K -$11.4K -117 -4%
VPIM
523
Vanguard Personalized Indexing Management
California
$288K
SWP
524
Sagespring Wealth Partners
Tennessee
$286K -$64.5K -663 -19%
OWA
525
Octavia Wealth Advisors
Ohio
$285K +$10.1K +104 +4%