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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 %
IWMWV
76
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M -$526K -6,188 -3%
TPCW
77
TD Private Client Wealth
New York
$16M -$818K -8,861 -5%
SWA
78
Strategies Wealth Advisors
Michigan
$15.7M +$308K +3,339 +2%
RWPA
79
Richard W. Paul & Associates
Michigan
$14.9M -$22.9K -248 -0.2%
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$14.8M +$256K +2,771 +2%
CF
81
Centaurus Financial
California
$14.8M +$482K +5,228 +3%
CGA
82
Crescent Grove Advisors
Illinois
$14.7M +$125K +1,352 +0.9%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$14M +$1.03M +11,180 +8%
Creative Planning
84
Creative Planning
Kansas
$13.9M +$1.63M +17,670 +13%
HPA
85
High Probability Advisors
New York
$13.7M +$655K +7,102 +5%
Financial Engines Advisors
86
Financial Engines Advisors
California
$13.7M +$6.89M +74,659 +101%
GSIS
87
Global Strategic Investment Solutions
Arizona
$13.6M +$39.4K +427 +0.3%
LSIA
88
LaSalle St. Investment Advisors
Illinois
$13.4M +$738K +8,002 +6%
BWM
89
Birchcreek Wealth Management
Ohio
$13.3M +$1.42M +15,355 +12%
CFG
90
Cosner Financial Group
Colorado
$13.3M +$200K +2,165 +2%
Stifel Financial
91
Stifel Financial
Missouri
$13.2M -$2.35M -25,506 -15%
FAIM
92
Financial Advocates Investment Management
Washington
$13.2M +$838K +9,079 +7%
MWA
93
MFA Wealth Advisors
Pennsylvania
$13.2M +$383K +4,155 +3%
FFG
94
Fortress Financial Group
Minnesota
$13M +$631K +6,841 +5%
AAS
95
Ameritas Advisory Services
Nebraska
$12.7M -$3.69M -39,854 -22%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$12.3M -$145K -1,569 -1%
PSCM
97
Per Stirling Capital Management
Texas
$12.2M +$350K +3,787 +3%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$12.2M -$141K -1,533 -1%
CIA
99
Concurrent Investment Advisors
Florida
$11.5M +$649K +7,027 +6%
SPC
100
Sigma Planning Corp
Michigan
$11.4M -$160K -1,737 -1%
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4
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