We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF
IUSV

784 hedge funds and large institutions have $20.1B invested in iShares Core S&P US Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

1.63% more ownership

Funds ownership: 81.85% → 83.48% (+1.6%)

0% more capital invested

Capital invested by funds: $20B → $20.1B (+$96.1M)

1% less funds holding

Funds holding: 794 → 784 (-10)

4% less funds holding in top 10

Funds holding in top 10: 54 → 52 (-2)

Holders
784
Holders Change
-10
Holders Change %
-1.26%
% of All Funds
9.66%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
63
Increased
282
Reduced
241
Closed
54
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
+$184K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$129M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
LPL Financial
LPL Financial
California
+$85.9M
4
EWS
Evergreen Wealth Solutions
Pennsylvania
+$46.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$70.3M
2
VWM
Venturi Wealth Management
Texas
-$53M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$52.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$25.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
776
Highline Wealth Partners
California
$2.86K – – –
MS
777
Monetary Solutions
Ohio
$2.35K – – –
BWM
778
Bernard Wealth Management
Michigan
$2.15K – – –
FC
779
Fairscale Capital
New Hampshire
$2.15K – – –
MMCM
780
Murphy & Mullick Capital Management
New York
$1.64K – – –
CWM
781
Copia Wealth Management
Oregon
$716 -$105 -1 -13%
MPCG
782
Matrix Private Capital Group
New York
$716 +$734 +7 New
RFA
783
Register Financial Advisors
Georgia
$716 +$734 +7 New
DAM
784
Delta Asset Management
Tennessee
$332 – – –
KG
785
Kilter Group
New York
$228 – – –
IA
786
IFG Advisory
Georgia
– -$9.18M -89,533 Closed
SCM
787
SOL Capital Management
Maryland
– -$3.78M -36,900 Closed
CRM
788
Cramer Rosenthal McGlynn
Connecticut
– -$3.41M -33,282 Closed
FTUS
789
Flow Traders U.S.
New York
– -$3.39M -33,081 Closed
CG
790
Castellan Group
Kentucky
– -$3.05M -29,740 Closed
EIP
791
Easterly Investment Partners
Massachusetts
– -$2.28M -22,245 Closed
Susquehanna International Group
792
Susquehanna International Group
Pennsylvania
– -$1.96M -19,094 Closed
DAS
793
Diversify Advisory Services
Utah
– -$1.31M -12,406 Closed
TIAA Trust, National Association
794
TIAA Trust, National Association
North Carolina
– -$703K -6,854 Closed
AWM
795
Axxcess Wealth Management
California
– -$688K -6,705 Closed
YIH
796
Y-Intercept (HK)
Hong Kong
– -$608K -5,933 Closed
BCM
797
Boreal Capital Management
Florida
– -$527K -5,143 Closed
FA
798
Fortis Advisors
Pennsylvania
– -$518K -5,051 Closed
TF
799
Tompkins Financial
New York
– -$501K -4,883 Closed
CAM
800
Clark Asset Management
New Hampshire
– -$468K -4,564 Closed
30 31
32
33 34