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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 %
FAM
626
Flaharty Asset Management
Florida
$58K – – –
NS
627
NBC Securities
Alabama
$56K – – –
MBFW
628
Morton Brown Family Wealth
Pennsylvania
$54.7K – – –
TFA
629
Toth Financial Advisory
Virginia
$52.8K +$52.8K +558 New
Franklin Resources
630
Franklin Resources
California
$49.5K +$10.2K +108 +26%
BWL
631
Bogart Wealth LLC
Virginia
$49.1K – – –
PCTC
632
Perkins Coie Trust Company
Washington
$48.5K – – –
MFT
633
Moisand Fitzgerald Tamayo
Florida
$47.8K – – –
CWP
634
Concord Wealth Partners
Virginia
$47.2K +$189 +2 +0.4%
WCM
635
Winthrop Capital Management
Indiana
$46K – – –
TFGT
636
TS Financial Group (TSFG)
Illinois
$46K – – –
NCM
637
Northwest Capital Management
Oregon
$41.9K – – –
AA
638
Ancora Advisors
Ohio
$41.1K – – –
HT
639
Headlands Technologies
Illinois
$40.5K +$34K +359 +520%
BONH
640
Bank of New Hampshire
New Hampshire
$40K – – –
GWSG
641
GPS Wealth Strategies Group
Colorado
$38.5K – – –
AG
642
AmeriFlex Group
Nevada
$36.5K -$11.7K -125 -24%
EWP
643
Elevation Wealth Partners
California
$36.3K -$44.2K -467 -55%
ETC
644
Exchange Traded Concepts
Oklahoma
$35.8K +$35.8K +378 New
MJRIC
645
Mogy Joel R Investment Counsel
California
$35.5K – – –
MFC
646
Mechanics Financial Corp
Ohio
$34.7K – – –
GM
647
GeoWealth Management
Illinois
$34.5K -$79.3K -838 -70%
DWA
648
Dougherty Wealth Advisers
Minnesota
$32K – – –
HIMS
649
Hager Investment Management Services
New Hampshire
$30.5K -$6.15K -65 -17%
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K +$27.7K +2,622 +9,364%
24 25
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