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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 %
PWP
551
Prasad Wealth Partners
Ohio
$226K +$3.31K +35 +1%
CAL
552
Capital Analysts LLC
Pennsylvania
$225K +$285 +3 +0.1%
FWP
553
Falcon Wealth Planning
California
$224K +$224K +2,364 New
SWRP
554
Summit Wealth & Retirement Planning
California
$222K – – –
First Trust Advisors
555
First Trust Advisors
Illinois
$218K -$76.8K -811 -26%
OA
556
Operose Advisors
Wisconsin
$217K – – –
FWM
557
Fingerlakes Wealth Management
New York
$217K +$946 +10 +0.4%
SRCM
558
Signature Resources Capital Management
California
$215K -$53.7K -568 -20%
AWM
559
Accel Wealth Management
Iowa
$213K – – –
CW
560
CreativeOne Wealth
Kansas
$213K +$213K +2,251 New
DC
561
Davenport & Co
Virginia
$211K +$211K +2,228 New
UWPG
562
Ullmann Wealth Partners Group
Florida
$210K +$568 +6 +0.3%
STA
563
Summit Trail Advisors
New York
$209K +$209K +2,207 New
NEPWA
564
New England Private Wealth Advisors
Massachusetts
$208K +$208K +2,164 New
T
565
Transce3nd
Texas
$204K – – –
AWM
566
Angeles Wealth Management
California
$204K – – –
ML
567
McAdam LLC
Pennsylvania
$203K -$1.8K -19 -0.9%
WSFS
568
Wilmington Savings Fund Society
Delaware
$203K – – –
VP
569
Verum Partners
North Carolina
$202K -$20.4K -216 -9%
OBWG
570
Onyx Bridge Wealth Group
New York
$202K +$202K +2,131 New
FDW
571
Fourth Dimension Wealth
Ohio
$201K -$81.8K -865 -29%
KW
572
KWB Wealth
California
$201K -$92 -1 -0%
TIM
573
Total Investment Management
Arizona
$199K +$199K +2,105 New
MA
574
MCF Advisors
Kentucky
$190K – – –
FFC
575
First Financial Corp
Indiana
$166K – – –
21 22
23
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