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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 %
CIAS
601
Capital Investment Advisory Services
North Carolina
$103K – – –
SC
602
Stephens Consulting
Michigan
$102K – – –
AT
603
Arlington Trust
Alabama
$94.6K -$31.4K -332 -25%
GSWM
604
Golden State Wealth Management
California
$92.2K -$7.39K -78 -7%
EWA
605
EverSource Wealth Advisors
Alabama
$91.5K -$17K -180 -16%
SC
606
SouthState Corp
Florida
$91.3K – – –
PPC
607
Park Place Capital
Alabama
$91.3K +$478 +5 +0.5%
AC
608
AlphaCore Capital
California
$87.3K – – –
1NWS
609
1 North Wealth Services
Maryland
$85.2K – – –
BWAM
610
Boyd Watterson Asset Management
Ohio
$85.2K – – –
HWA
611
HHM Wealth Advisors
Tennessee
$80.1K -$20.6K -218 -20%
SAM
612
Smartleaf Asset Management
Massachusetts
$77.5K +$77.5K +823 New
PA
613
Pineridge Advisors
Missouri
$76K +$189 +2 +0.2%
GJIA
614
Glass Jacobson Investment Advisors
Maryland
$73.5K -$6.06K -64 -8%
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.1K – – –
FHA
616
First Horizon Advisors
Tennessee
$71.4K – – –
NRC
617
New Republic Capital
North Carolina
$67.6K – – –
PCFFS
618
Pacific Center for Financial Services
California
$67.1K – – –
TCOV
619
Trust Company of Vermont
Vermont
$65.2K – – –
KPP
620
Kings Path Partners
Texas
$63.9K – – –
AWM
621
Abound Wealth Management
Tennessee
$61.7K +$95 +1 +0.2%
TC
622
Truvestments Capital
Florida
$61.5K – – –
BCWM
623
Bartlett & Co Wealth Management
Ohio
$61.5K +$3.69K +39 +6%
FF
624
Finley Financial
Nevada
$60.6K – – –
SMA
625
Sage Mountain Advisors
Georgia
$60.1K -$2.18K -23 -3%
23 24
25
26 27