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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
9.62%
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 %
SWP
676
Strategic Wealth Partners
Ohio
$14.1K +$14.1K +149 New
CAL
677
Capital Advisors Ltd
Ohio
$14K – – –
RMP
678
Richards, Merrill & Peterson
Washington
$12.5K +$10.2K +108 +450%
CFG
679
Chapman Financial Group
Hawaii
$12.3K +$12.3K +130 New
BLC
680
Brown, Lisle/Cummings
Rhode Island
$11.4K +$2.84K +30 +33%
CHC
681
City Holding Co
West Virginia
$11.2K – – –
PCA
682
Providence Capital Advisors
North Carolina
$11.1K +$11.1K +117 New
FFA
683
Founders Financial Alliance
North Carolina
$10.4K -$63K -666 -86%
NEWAS
684
N.E.W. Advisory Services
Wisconsin
$10.2K -$10.2K -108 -50%
CA
685
Crewe Advisors
Utah
$9.75K +$9.75K +103 New
IBOK
686
Independence Bank of Kentucky
Kentucky
$9.46K – – –
MTIC
687
Missouri Trust & Investment Company
Missouri
$9.46K – – –
SL
688
Salomon & Ludwin
Virginia
$9.3K – – –
AWM
689
AllSquare Wealth Management
New York
$8.9K – – –
GWSA
690
Global Wealth Strategies & Associates
Colorado
$8.61K – – –
IHWM
691
Iron Horse Wealth Management
Iowa
$8.58K +$7.83K +83 +1,038%
HAP
692
Harbor Asset Planning
Massachusetts
$8.35K +$8.35K +88 New
GEA
693
Glen Eagle Advisors
New Jersey
$7.76K – – –
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.38K – – –
OW
695
Olistico Wealth
Oklahoma
$6.81K -$7K -74 -51%
NRG
696
Nemes Rush Group
Michigan
$6.62K +$6.62K +70 New
BC
697
Barrett & Company
Rhode Island
$6.44K – – –
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$5.87K – – –
OFG
699
Oxford Financial Group
Indiana
$5.21K – – –
FMP
700
Financial Management Professionals
Texas
$5.11K – – –
26 27
28
29 30