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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 %
NP
576
NorthRock Partners
Minnesota
$166K – – –
WP
577
WealthShield Partners
North Carolina
$166K – – –
ACA
578
Aptus Capital Advisors
Alabama
$165K -$58.9K -622 -26%
KFGG
579
Keystone Financial Group (Georgia)
Georgia
$165K +$765 +8 +0.5%
FP
580
Financial Perspectives
Minnesota
$165K -$663 -7 -0.4%
TRCT
581
Tower Research Capital (TRC)
New York
$162K -$1.74M -18,429 -91%
TIAAOA
582
Teachers Insurance & Annuity Association of America
New York
$161K – – –
Qube Research & Technologies (QRT)
583
Qube Research & Technologies (QRT)
United Kingdom
$160K -$125K -1,316 -44%
Fifth Third Bancorp
584
Fifth Third Bancorp
Ohio
$152K +$50.5K +534 +50%
AW
585
Avion Wealth
Texas
$141K – – –
CA
586
Clearstead Advisors
Ohio
$141K – – –
LFG
587
Larson Financial Group
Missouri
$139K -$2.56K -27 -2%
CA
588
CoreCap Advisors
Michigan
$128K -$2.84K -30 -2%
TCM
589
TD Capital Management
Tennessee
$125K – – –
VWM
590
Vermillion Wealth Management
Minnesota
$123K +$123K +1,295 New
HI
591
Harbour Investments
Wisconsin
$121K -$10.8K -114 -8%
CIAS
592
CBIZ Investment Advisory Services
Ohio
$116K – – –
Bank Julius Baer & Co
593
Bank Julius Baer & Co
Switzerland
$116K +$13.3K +141 +13%
AIM
594
Anchor Investment Management
South Carolina
$113K – – –
TPWA
595
Twin Peaks Wealth Advisors
California
$112K +$112K +1,158 New
IWP
596
IAG Wealth Partners
Wisconsin
$111K -$14.2K -150 -11%
BBHC
597
Brown Brothers Harriman & Co
New York
$111K -$28.7K -303 -21%
IWM
598
IMG Wealth Management
Florida
$108K – – –
MHR
599
Matthew Hamilton Rosenberg
$108K +$108K +1,136 New
PP
600
Pacifica Partners
Canada
$107K -$8.01K -85 -7%
22 23
24
25 26