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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 %
WGC
551
Watts Gwilliam & Co
Arizona
$223K – – –
HFS
552
Hopwood Financial Services
Virginia
$222K – – –
HSWM
553
Hubbell Strickland Wealth Management
Louisiana
$222K +$831 +9 +0.4%
CAL
554
Capital Analysts LLC
Pennsylvania
$219K -$15K -162 -6%
ACA
555
Aptus Capital Advisors
Alabama
$218K +$63.3K +686 +41%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$218K -$55.4K -600 -20%
VP
557
Verum Partners
North Carolina
$217K -$55.8K -605 -20%
PWP
558
Prasad Wealth Partners
Ohio
$217K +$217K +2,349 New
SWRP
559
Summit Wealth & Retirement Planning
California
$216K – – –
OAM
560
Oak Asset Management
California
$216K +$3.42K +37 +2%
KA
561
Kovack Advisors
Florida
$216K -$11.7K -127 -5%
CWC
562
Carolinas Wealth Consulting
North Carolina
$214K -$55.8K -605 -21%
OA
563
Operose Advisors
Wisconsin
$212K – – –
FWM
564
Fingerlakes Wealth Management
New York
$210K -$830 -9 -0.4%
AWM
565
Accel Wealth Management
Iowa
$208K – – –
PFA
566
Pinnacle Family Advisors
Missouri
$208K -$3.05K -33 -1%
CA
567
CGN Advisors
Kansas
$208K – – –
IA
568
Inspire Advisors
Idaho
$205K -$12.8K -139 -6%
UWPG
569
Ullmann Wealth Partners Group
Florida
$204K -$150K -1,624 -42%
KW
570
KWB Wealth
California
$202K +$202K +2,179 New
MGW
571
MB Generational Wealth
Washington
$201K – – –
ML
572
McAdam LLC
Pennsylvania
$200K -$13.6K -147 -6%
T
573
Transce3nd
Texas
$199K -$14.5K -157 -7%
AWM
574
Angeles Wealth Management
California
$199K – – –
WSFS
575
Wilmington Savings Fund Society
Delaware
$198K +$5.91K +64 +3%
21 22
23
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