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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

714 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 56 funds opening new positions, 256 increasing their positions, 236 reducing their positions, and 47 closing their positions.

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
9.59%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
56
Increased
256
Reduced
236
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$543M
2
Bank of America
2
Bank of America
North Carolina
$7.04B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$537M
4
LPL Financial
4
LPL Financial
California
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$497M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
3
BlackRock
New York
$81.7M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
GDS Wealth Management
Texas
$29.8M 314,844 -56,183 -15%
HR
52
Howe & Rusling
New York
$29.3M 310,093 +42,261 +16%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$27.6M 292,029 +8,938 +3%
FWM
54
ForthRight Wealth Management
Georgia
$27.6M 291,869 +5,932 +2%
MWP
55
Madison Wealth Partners
Wisconsin
$27.2M 287,645 +6,684 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$27.1M 286,787 +9,677 +3%
DA
57
Drake & Associates
Wisconsin
$26.8M 283,028 +12,790 +5%
SCA
58
Southern Capital Advisors
Tennessee
$26.6M 281,281 +5,721 +2%
WPW
59
Waldron Private Wealth
Pennsylvania
$25M 263,908 +263,908 New
DI
60
DDFG Inc
California
$24.5M 258,636 +2,894 +1%
PIAS
61
PCA Investment Advisory Services
Ohio
$24.3M 257,007 +18,650 +8%
CFD
62
Creative Financial Designs
Indiana
$23.8M 251,187 +37,284 +17%
VA
63
Vident Advisory
Georgia
$23.5M 248,808 -13,176 -5%
GC
64
Garde Capital
Washington
$23.1M 244,102 +8,545 +4%
SWA
65
Strategies Wealth Advisors
Michigan
$21.6M 228,592 +58,495 +34%
SCM
66
Steele Capital Management
Iowa
$20.4M 215,069 +5,354 +3%
SW
67
SkyOak Wealth
Michigan
$19.6M 206,758 +4,447 +2%
Financial Engines Advisors
68
Financial Engines Advisors
California
$19.5M 206,385 +58,008 +39%
IWMWV
69
Ironwood Wealth Management (West Virginia)
West Virginia
$18.8M 196,976 -223 -0.1%
SFA
70
Salus Financial Advisors
Colorado
$18.7M 197,166 +13,968 +8%
EH
71
Equitable Holdings
New York
$18.6M 196,419 +2,479 +1%
IAN
72
Integrated Advisors Network
Texas
$18.5M 195,674 +175,357 +863%
PBF
73
Petix & Botte Financial
California
$17.9M 189,108 -9,154 -5%
AWS
74
Atria Wealth Solutions
New York
$17.9M 185,593 +65,565 +55%
AI
75
Atria Investments
North Carolina
$16.8M 177,943 -6,242 -3%
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