iShares Core S&P US Value ETF
IUSV
727 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, 259 increasing their positions, 243 reducing their positions, and 52 closing their positions.
1.23% more ownership
Funds ownership: 80.02% → 81.25% (+1.2%)
10% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 52
7% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 243
5% more capital invested
Capital invested by funds: $16.2B → $17B (+$801M)
1% less funds holding
Funds holding: 732 → 727 (-5)
4% less funds holding in top 10
Funds holding in top 10: 52 → 50 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$274M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$198M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$78.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$68.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$173M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$72.2M |
| 3 |
BlackRock
New York
|
-$70M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$31.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$23.2M |
IUSV Hedge Fund Activity: Q2 2025 in Review
727 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2025, worth a combined $17B — up 5% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IUSV positions and 52 closed out — a net gain of 5 holders — while 259 added to existing stakes and 243 trimmed.
The largest buyer was Kestra Investment Management, adding an estimated $274M. The largest seller was Churchill Management, exiting entirely with an estimated $173M sold.
- 727 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2025, down from 732 in Q1 2025.
- Funds reported $17B of iShares Core S&P US Value ETF stock for Q2 2025, up 5% quarter-over-quarter.
- 57 funds opened new iShares Core S&P US Value ETF positions in Q2 2025 and 52 closed out, a net change of +5 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $274M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2025 was Churchill Management, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2025.