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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 %
Bank of New York Mellon
526
Bank of New York Mellon
New York
$251K -$4.07K -43 -2%
EWM
527
Elevatus Welath Management
New York
$249K +$189 +2 +0.1%
IA
528
IFP Advisors
Florida
$249K -$66.2K -700 -21%
MIAS
529
Mason Investment Advisory Services
Virginia
$248K -$9.37K -99 -4%
HSG
530
Helen Stephens Group
Texas
$247K -$6.34K -67 -2%
KA
531
Klingman & Associates
New York
$247K – – –
OIA
532
Optimum Investment Advisors
Illinois
$246K – – –
WCG
533
Weaver Consulting Group
California
$246K – – –
WG
534
Watchman Group
Texas
$245K -$36.1K -381 -13%
USCWA
535
U.S. Capital Wealth Advisors
Texas
$245K -$19.8K -209 -7%
BSSFA
536
Baron Silver Stevens Financial Advisors
Florida
$244K – – –
AW
537
Alteri Wealth
California
$244K +$95 +1 +0%
TSS
538
Two Sigma Securities
New York
$241K -$674K -7,120 -74%
SAW
539
Signal Advisors Wealth
Michigan
$239K -$13.8K -146 -5%
EAM
540
Evanson Asset Management
California
$238K +$1.14K +12 +0.5%
KFI
541
Key Financial Inc
Pennsylvania
$236K -$11.3K -119 -5%
SAI
542
Savvy Advisors Inc
New York
$236K +$236K +2,494 New
JIC
543
Johnson Investment Counsel
Ohio
$236K +$236K +2,494 New
SWGC
544
Summit Wealth Group (Colorado)
Colorado
$236K +$236K +2,493 New
HSWM
545
Hubbell Strickland Wealth Management
Louisiana
$235K +$8.23K +87 +4%
NSIM
546
North Star Investment Management
Illinois
$235K +$168K +1,774 +250%
RFN
547
Redwood Financial Network
Ohio
$231K -$284 -3 -0.1%
OAM
548
Oak Asset Management
California
$229K +$7.67K +81 +3%
MWAM
549
Manhattan West Asset Management
California
$229K -$3.98K -42 -2%
HFS
550
Hopwood Financial Services
Virginia
$228K – – –
20 21
22
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