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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 %
ST
651
Smithfield Trust
Pennsylvania
$27K +$27K +282 New
MSWA
652
Marshall & Sterling Wealth Advisors
New York
$26.9K – – –
CSC
653
Caldwell Sutter Capital
California
$26.9K – – –
DIP
654
DT Investment Partners
Pennsylvania
$26.8K – – –
HIA
655
Harbor Investment Advisory
Maryland
$26.5K – – –
MYIA
656
Mount Yale Investment Advisors
Colorado
$26K +$26K +275 New
EWM
657
Evolution Wealth Management
Florida
$25K +$25K +264 New
BIA
658
Bell Investment Advisors
California
$24.4K +$24.4K +258 New
PMFA
659
Plante Moran Financial Advisors
Michigan
$23.7K – – –
CB
660
CNB Bank
Pennsylvania
$23.7K – – –
FLFS
661
Family Legacy Financial Solutions
North Carolina
$23K +$23K +243 New
SAM
662
Sherman Asset Management
California
$22.7K – – –
RIA
663
Realta Investment Advisors
Delaware
$20.2K – – –
GI
664
GAMMA Investing
California
$20.1K – – –
TSMHT
665
Thurston Springer Miller Herd & Titak
Indiana
$18.8K +$4.83K +51 +34%
AIC
666
Archer Investment Corporation
Indiana
$17.6K -$3.69K -39 -17%
CBT
667
Crews Bank & Trust
Florida
$17K – – –
VCM
668
Viewpoint Capital Management
Washington
$17K – – –
CJH
669
Christopher J. Hasenberg
Wisconsin
$16.9K +$11.6K +123 +220%
PC
670
Promus Capital
Illinois
$16.7K – – –
VWA
671
VSM Wealth Advisory
Maryland
$16.5K – – –
NFSG
672
Newbridge Financial Services Group
Florida
$15.4K -$6.06K -64 -28%
SN
673
Sittner & Nelson
Oregon
$15K – – –
SWIG
674
Strategic Wealth Investment Group
Kentucky
$14.3K +$14.3K +151 New
RIL
675
Rothschild Investment LLC
Illinois
$14.2K – – –
25 26
27
28 29