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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 %
MIAS
526
Mason Investment Advisory Services
Virginia
$251K – – –
Bank of New York Mellon
527
Bank of New York Mellon
New York
$249K +$24.6K +266 +11%
GWM
528
Greenhouse Wealth Management
Connecticut
$248K – – –
HSG
529
Helen Stephens Group
Texas
$247K +$923 +10 +0.4%
HL
530
HeadInvest LLC
Maine
$247K – – –
SAW
531
Signal Advisors Wealth
Michigan
$247K +$247K +2,672 New
PA
532
Pinnacle Associates
New York
$245K -$2.77K -30 -1%
RRA
533
Round Rock Advisors
Connecticut
$245K +$8.58K +93 +4%
EWM
534
Elevatus Welath Management
New York
$242K +$185 +2 +0.1%
LFA
535
Lauterbach Financial Advisors
Texas
$242K -$2.95K -32 -1%
KFI
536
Key Financial Inc
Pennsylvania
$241K +$61.8K +670 +34%
NCFG
537
New Century Financial Group
New Jersey
$241K -$53.6K -581 -18%
KA
538
Klingman & Associates
New York
$241K – – –
OIA
539
Optimum Investment Advisors
Illinois
$240K – – –
WCG
540
Weaver Consulting Group
California
$239K – – –
PL
541
Plancorp LLC
Missouri
$238K -$92 -1 -0%
BSSFA
542
Baron Silver Stevens Financial Advisors
Florida
$238K – – –
AW
543
Alteri Wealth
California
$238K -$91.3K -989 -28%
MHC
544
May Hill Capital
Massachusetts
$234K – – –
SA
545
Sovran Advisors
California
$233K -$62.9K -733 -21%
EAM
546
Evanson Asset Management
California
$231K +$923 +10 +0.4%
LWM
547
LongView Wealth Management
Georgia
$228K +$7.2K +78 +3%
Thrivent Financial for Lutherans
548
Thrivent Financial for Lutherans
Minnesota
$228K – – –
MWAM
549
Manhattan West Asset Management
California
$227K +$831 +9 +0.4%
RFN
550
Redwood Financial Network
Ohio
$226K +$226K +2,444 New
20 21
22
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