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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 %
CIAS
601
Capital Investment Advisory Services
North Carolina
$100K +$6.55K +71 +7%
SC
602
Stephens Consulting
Michigan
$99.9K – – –
Fifth Third Bancorp
603
Fifth Third Bancorp
Ohio
$98.7K -$119K -1,289 -55%
HWA
604
HHM Wealth Advisors
Tennessee
$98.2K +$98.2K +1,064 New
GSWM
605
Golden State Wealth Management
California
$97.1K -$1.66K -18 -2%
CF
606
Collier Financial
Colorado
$97.1K +$17.7K +192 +22%
SC
607
SouthState Corp
Florida
$89.1K +$82K +888 +1,153%
MSWM
608
Mowery & Schoenfeld Wealth Management
Illinois
$88K +$88K +953 New
PPC
609
Park Place Capital
Alabama
$87.7K +$369 +4 +0.4%
AC
610
AlphaCore Capital
California
$85.2K +$85.2K +923 New
1NWS
611
1 North Wealth Services
Maryland
$83.1K -$118K -1,278 -59%
BWAM
612
Boyd Watterson Asset Management
Ohio
$83.1K – – –
EWP
613
Elevation Wealth Partners
California
$78.5K – – –
GJIA
614
Glass Jacobson Investment Advisors
Maryland
$77.9K – – –
MG
615
Mather Group
Illinois
$77.4K +$18.5K +200 +31%
AF
616
Abound Financial
California
$74.4K +$74.4K +806 New
PA
617
Pineridge Advisors
Missouri
$73.9K +$277 +3 +0.4%
FFA
618
Founders Financial Alliance
North Carolina
$71.6K +$185 +2 +0.3%
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.3K -$12K -130 -14%
FHA
620
First Horizon Advisors
Tennessee
$69.6K – – –
NRC
621
New Republic Capital
North Carolina
$65.9K – – –
NSIM
622
North Star Investment Management
Illinois
$65.6K +$65.6K +711 New
PCFFS
623
Pacific Center for Financial Services
California
$65.4K – – –
TCOV
624
Trust Company of Vermont
Vermont
$63.6K – – –
KPP
625
Kings Path Partners
Texas
$62.3K – – –
23 24
25
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