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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 %
MA
576
MCF Advisors
Kentucky
$185K – – –
FFC
577
First Financial Corp
Indiana
$162K – – –
NP
578
NorthRock Partners
Minnesota
$162K +$27.6K +299 +21%
FP
579
Financial Perspectives
Minnesota
$162K +$646 +7 +0.4%
WP
580
WealthShield Partners
North Carolina
$162K – – –
TIAAOA
581
Teachers Insurance & Annuity Association of America
New York
$157K – – –
KFGG
582
Keystone Financial Group (Georgia)
Georgia
$153K +$622 +7 +0.4%
CA
583
Continuum Advisory
Idaho
$144K – – –
AW
584
Avion Wealth
Texas
$138K – – –
LFG
585
Larson Financial Group
Missouri
$138K +$3.6K +39 +3%
CA
586
Clearstead Advisors
Ohio
$138K – – –
BBHC
587
Brown Brothers Harriman & Co
New York
$136K +$28K +303 +26%
VWA
588
Valued Wealth Advisors
Utah
$129K +$98.4K +1,066 +316%
HI
589
Harbour Investments
Wisconsin
$128K +$16.1K +174 +14%
CA
590
CoreCap Advisors
Michigan
$128K +$23K +249 +22%
AT
591
Arlington Trust
Alabama
$123K – – –
TCM
592
TD Capital Management
Tennessee
$122K +$122K +1,325 New
IWP
593
IAG Wealth Partners
Wisconsin
$122K – – –
CIAS
594
CBIZ Investment Advisory Services
Ohio
$113K – – –
Bank Julius Baer & Co
595
Bank Julius Baer & Co
Switzerland
$113K -$18.5M -177,535 -99%
GM
596
GeoWealth Management
Illinois
$111K +$41.6K +451 +60%
AIM
597
Anchor Investment Management
South Carolina
$110K – – –
PP
598
Pacifica Partners
Canada
$108K – – –
EWA
599
EverSource Wealth Advisors
Alabama
$106K +$16.6K +180 +19%
IWM
600
IMG Wealth Management
Florida
$105K – – –
22 23
24
25 26