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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

718 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, 239 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-3
Holders Change %
-0.42%
% 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
239
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$284M
2
Bank of America
Bank of America
North Carolina
+$208M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.7M
4
LPL Financial
LPL Financial
California
+$71.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.8M

Top Sellers

1
CM
Churchill Management
California
-$173M
2
VWM
Venturi Wealth Management
Texas
-$75.7M
3
BlackRock
BlackRock
New York
-$73.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$32.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$16.2M +$3.69M +38,964 +30%
RWPA
77
Richard W. Paul & Associates
Michigan
$15.3M +$72.4K +765 +0.5%
CF
78
Centaurus Financial
California
$15.2M +$25.3K +267 +0.2%
HPA
79
High Probability Advisors
New York
$15.2M +$1.15M +12,126 +8%
FPGK
80
Financial Partners Group (Kansas)
Kansas
$15.2M +$809K +8,547 +6%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$15.2M -$53.9K -570 -0.4%
CGA
82
Crescent Grove Advisors
Illinois
$15.2M +$31.7K +335 +0.2%
TPCW
83
TD Private Client Wealth
New York
$15.1M -$1.3M -13,737 -8%
BWM
84
Birchcreek Wealth Management
Ohio
$14.5M +$862K +9,110 +6%
LSIA
85
LaSalle St. Investment Advisors
Illinois
$14.4M +$733K +7,749 +5%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$14.4M -$3.01M -31,783 -17%
FAIM
87
Financial Advocates Investment Management
Washington
$14M +$465K +4,915 +3%
Legacy Financial Group (Iowa)
88
Legacy Financial Group (Iowa)
Iowa
$13.7M +$2.35M +24,833 +21%
GSIS
89
Global Strategic Investment Solutions
Arizona
$13.7M -$323K -3,418 -2%
CFG
90
Cosner Financial Group
Colorado
$13.3M -$326K -3,450 -2%
Creative Planning
91
Creative Planning
Kansas
$13.1M -$1.13M -11,947 -8%
MWA
92
MFA Wealth Advisors
Pennsylvania
$13.1M -$408K -4,314 -3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$12.6M +$53.8K +569 +0.4%
PSCM
94
Per Stirling Capital Management
Texas
$12.6M +$124K +1,310 +1%
FFG
95
Fortress Financial Group
Minnesota
$12.5M -$803K -8,485 -6%
Stifel Financial
96
Stifel Financial
Missouri
$12.4M -$1.14M -12,047 -8%
CIA
97
Concurrent Investment Advisors
Florida
$12.1M +$327K +3,457 +3%
SPC
98
Sigma Planning Corp
Michigan
$11.9M +$212K +2,238 +2%
IFA
99
Independence Financial Advisors
New Hampshire
$11.9M -$23.5M -248,490 -66%
CIM
100
Confluence Investment Management
Missouri
$11.9M +$4.63M +48,958 +64%
2 3
4
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