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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 %
MJRIC
651
Mogy Joel R Investment Counsel
California
$34.6K – – –
MFC
652
Mechanics Financial Corp
Ohio
$33.9K -$7.38K -80 -18%
DWA
653
Dougherty Wealth Advisers
Minnesota
$31.2K -$1.38K -15 -4%
CSC
654
Caldwell Sutter Capital
California
$26.2K – – –
MSWA
655
Marshall & Sterling Wealth Advisors
New York
$26.2K +$26.2K +284 New
DIP
656
DT Investment Partners
Pennsylvania
$26.1K – – –
HIA
657
Harbor Investment Advisory
Maryland
$25.8K – – –
PMFA
658
Plante Moran Financial Advisors
Michigan
$23.1K – – –
CB
659
CNB Bank
Pennsylvania
$23.1K – – –
SAM
660
Sherman Asset Management
California
$22.2K +$22.2K +240 New
LC
661
Lindbrook Capital
California
$21.8K – – –
NFSG
662
Newbridge Financial Services Group
Florida
$20.9K +$92 +1 +0.4%
AIC
663
Archer Investment Corporation
Indiana
$20.7K +$92 +1 +0.4%
DI
664
DAGCO Inc
Ohio
$20.4K +$20.4K +221 New
NEWAS
665
N.E.W. Advisory Services
Wisconsin
$19.9K +$19.9K +216 New
RIA
666
Realta Investment Advisors
Delaware
$19.7K +$16.5K +179 +526%
GI
667
GAMMA Investing
California
$19.6K – – –
VCM
668
Viewpoint Capital Management
Washington
$16.6K – – –
CBT
669
Crews Bank & Trust
Florida
$16.6K +$10.2K +110 +157%
PIP
670
Peachtree Investment Partners
Florida
$16.6K +$14.4K +156 +650%
PC
671
Promus Capital
Illinois
$16.3K – – –
VWA
672
VSM Wealth Advisory
Maryland
$16.1K – – –
BIG
673
Brooklyn Investment Group
New York
$15.8K – – –
SN
674
Sittner & Nelson
Oregon
$14.6K – – –
CAL
675
Capital Advisors Ltd
Ohio
$14K – – –
25 26
27
28 29