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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

717 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, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-4
Holders Change %
-0.55%
% 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
238
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

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

Top Sellers

1
CM
Churchill Management
California
$0
2
VWM
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
BlackRock
New York
$81.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
726
Seascape Capital Management
New Hampshire
– -$921K -9,977 Closed
TC
727
TownSquare Capital
Utah
– -$696K -7,546 Closed
QP
728
Quartz Partners
New York
– -$565K -6,123 Closed
Chevy Chase Trust
729
Chevy Chase Trust
Maryland
– -$539K -5,835 Closed
RFA
730
RTD Financial Advisors
Pennsylvania
– -$453K -4,908 Closed
LOIP
731
Live Oak Investment Partners
Texas
– -$410K -4,440 Closed
CP
732
Capital Planning
Washington
– -$376K -4,073 Closed
Two Sigma Investments
733
Two Sigma Investments
New York
– -$360K -3,900 Closed
TI
734
Tidal Investments
Wisconsin
– -$356K -3,857 Closed
PFA
735
Pathway Financial Advisors
Vermont
– -$347K -3,758 Closed
DWT
736
Dorsey & Whitney Trust
South Dakota
– -$332K -3,595 Closed
Empower Advisory Group
737
Empower Advisory Group
Colorado
– -$287K -3,113 Closed
IAIM
738
International Assets Investment Management
Florida
– -$283K -3,062 Closed
MSA
739
Marino Stram & Associates
Massachusetts
– -$273K -2,956 Closed
DIM
740
Delta Investment Management
California
– -$263K -2,851 Closed
RRA
741
Round Rock Advisors
Connecticut
– -$245K -2,651 Closed
PL
742
Plancorp LLC
Missouri
– -$238K -2,577 Closed
MHC
743
May Hill Capital
Massachusetts
– -$234K -2,537 Closed
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
– -$218K -2,360 Closed
KA
745
Kovack Advisors
Florida
– -$216K -2,337 Closed
CWC
746
Carolinas Wealth Consulting
North Carolina
– -$214K -2,314 Closed
CA
747
CGN Advisors
Kansas
– -$208K -2,250 Closed
CA
748
Continuum Advisory
Idaho
– -$144K -1,556 Closed
MSWM
749
Mowery & Schoenfeld Wealth Management
Illinois
– -$88K -953 Closed
MG
750
Mather Group
Illinois
– -$77.4K -839 Closed
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