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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 %
PAG
51
Private Advisor Group
New Jersey
$31.5M +$5.16M +55,947 +20%
PS
52
Principal Securities
Iowa
$31.2M – – –
FHA
53
Flagship Harbor Advisors
Massachusetts
$30.8M +$1.9M +20,570 +7%
AAS
54
Avantax Advisory Services
Texas
$28.7M +$506K +5,484 +2%
WC
55
Weil Company
California
$28.3M +$8.02M +86,885 +40%
FWM
56
ForthRight Wealth Management
Georgia
$26.4M +$404K +4,382 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$26.1M +$2.71M +29,384 +12%
MWP
58
Madison Wealth Partners
Wisconsin
$25.9M +$3.67M +39,758 +16%
MML Investors Services
59
MML Investors Services
Massachusetts
$25.6M +$231K +2,498 +0.9%
SCA
60
Southern Capital Advisors
Tennessee
$25.4M +$850K +9,212 +3%
DA
61
Drake & Associates
Wisconsin
$24.9M +$664K +7,191 +3%
HR
62
Howe & Rusling
New York
$24.7M +$2.8M +30,363 +13%
VA
63
Vident Advisory
Georgia
$24.2M +$180K +1,946 +0.7%
TF
64
Trek Financial
Arizona
$23.6M +$6.03M +65,337 +34%
DI
65
DDFG Inc
California
$23.6M +$1.34M +14,488 +6%
PIAS
66
PCA Investment Advisory Services
Ohio
$22M +$1.59M +17,268 +8%
GC
67
Garde Capital
Washington
$21.7M +$765K +8,288 +4%
CFD
68
Creative Financial Designs
Indiana
$19.7M +$1.23M +13,358 +7%
SCM
69
Steele Capital Management
Iowa
$19.4M -$241K -2,607 -1%
SW
70
SkyOak Wealth
Michigan
$18.7M +$274K +2,973 +1%
PBF
71
Petix & Botte Financial
California
$18.3M -$2.27M -24,560 -11%
EH
72
Equitable Holdings
New York
$17.9M +$956K +10,359 +6%
AI
73
Atria Investments
North Carolina
$17M +$578K +6,262 +4%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$16.9M -$5.96M -64,616 -26%
SFA
75
Salus Financial Advisors
Colorado
$16.9M +$4.8M +52,057 +40%
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