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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 %
BP
726
Ballentine Partners
Massachusetts
– -$1.89M -20,365 Closed
EIP
727
Easterly Investment Partners
Massachusetts
– -$1.85M -19,986 Closed
Renaissance Technologies
728
Renaissance Technologies
New York
– -$1.02M -11,000 Closed
EGM
729
Engineers Gate Manager
New York
– -$1.01M -10,929 Closed
BFG
730
Bleakley Financial Group
New Jersey
– -$871K -9,404 Closed
Millennium Management
731
Millennium Management
New York
– -$738K -7,973 Closed
Fisher Asset Management
732
Fisher Asset Management
Washington
– -$678K -7,324 Closed
AT
733
American Trust
Kentucky
– -$523K -5,647 Closed
CS
734
Cannell & Spears
New York
– -$418K -4,514 Closed
SL
735
SWMG LLC
Texas
– -$392K -4,131 Closed
JWCA
736
J.W. Cole Advisors
Florida
– -$372K -4,016 Closed
PAS
737
Park Avenue Securities
New York
– -$365K -3,938 Closed
CWP
738
Curated Wealth Partners
California
– -$316K -3,410 Closed
SCM
739
Shapiro Capital Management
Georgia
– -$287K -3,100 Closed
AWP
740
Astra Wealth Partners
New Jersey
– -$282K -3,045 Closed
GG
741
Greenwood Gearhart
Arkansas
– -$268K -2,899 Closed
NPAN
742
Northeast Planning Associates NH
New Hampshire
– -$253K -2,728 Closed
CFGS
743
Concourse Financial Group Securities
Alabama
– -$254K -2,681 Closed
CAMG
744
CWA Asset Management Group
Florida
– -$234K -2,527 Closed
FCH
745
Freestone Capital Holdings
Washington
– -$222K -2,403 Closed
MCM
746
Mitchell Capital Management
Kansas
– -$212K -2,294 Closed
BFA
747
Benedict Financial Advisors
Georgia
– -$209K -2,260 Closed
TWM
748
TCFG Wealth Management
California
– -$209K -2,252 Closed
Boston Partners
749
Boston Partners
Massachusetts
– -$205K -2,219 Closed
EW
750
Element Wealth
Mississippi
– -$149K -1,611 Closed
27 28 29
30
31