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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 %
FMP
701
Financial Management Professionals
Texas
$4.98K – – –
CSB
702
City State Bank
Iowa
$4.43K – – –
GT
703
Glenmede Trust
Pennsylvania
$3.69K – – –
MIM
704
MTM Investment Management
South Carolina
$3.69K – – –
RF
705
Rossby Financial
Florida
$3.53K +$3.53K +40 New
VNA
706
Valley National Advisers
Pennsylvania
$3K – – –
PMIM
707
Prudent Man Investment Management
Colorado
$2.87K – – –
CPBTD
708
Central Pacific Bank - Trust Division
Hawaii
$2.86K – – –
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.59K – – –
BNP Paribas Financial Markets
710
BNP Paribas Financial Markets
France
$2.49K +$2.49K +27 New
RMP
711
Richards, Merrill & Peterson
Washington
$2.22K +$2.22K +24 New
MLA
712
MB, Levis & Associates
Pennsylvania
$2.2K – – –
PIS
713
POM Investment Strategies
North Carolina
$1.57K +$1.57K +17 New
MMCM
714
Murphy & Mullick Capital Management
New York
$1.48K – – –
LCM
715
Logan Capital Management
Pennsylvania
$1.2K – – –
CTC
716
Central Trust Company
Missouri
$1.02K – – –
TFA
717
Transamerica Financial Advisors
Florida
$1K – – –
IHWM
718
Iron Horse Wealth Management
Iowa
$703 – – –
CWM
719
Copia Wealth Management
Oregon
$646 +$646 +7 New
DAM
720
Delta Asset Management
Tennessee
$299 – – –
DCM
721
Disciplina Capital Management
Tennessee
$153 -$995 -13 -87%
QC
722
Quadrature Capital
United Kingdom
– -$14.9M -160,852 Closed
Tudor Investment Corp
723
Tudor Investment Corp
Connecticut
– -$6.77M -73,125 Closed
FHB
724
First Hawaiian Bank
Hawaii
– -$6.1M -65,841 Closed
IAA
725
Independent Advisor Alliance
North Carolina
– -$4.34M -46,916 Closed
27 28
29
30 31