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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

714 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 56 funds opening new positions, 256 increasing their positions, 236 reducing their positions, and 47 closing their positions.

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
9.59%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
56
Increased
256
Reduced
236
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

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

Top Sellers

1
CM
1
Churchill Management
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
3
BlackRock
New York
$81.7M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$11.8M 124,246 +1,216 +1%
Truist Financial
102
Truist Financial
North Carolina
$11.7M 123,300 -87 -0.1%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.5M 121,265 -86 -0.1%
CAC
104
Certified Advisory Corp
Florida
$11.4M 120,189 +726 +0.6%
NA
105
NewEdge Advisors
Louisiana
$11.3M 119,799 +79,492 +197%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$11.1M 117,457 +2,417 +2%
MWM
107
Modern Wealth Management
Kansas
$11.1M 117,290 +17,795 +18%
SF
108
Symphony Financial
Texas
$11.1M 100,276 +4,838 +5%
KAS
109
Kestra Advisory Services
Texas
$11M 116,496 +4,538 +4%
EWA
110
ERTS Wealth Advisors
Michigan
$10.8M 114,413 -5,607 -5%
TIM
111
Tortoise Investment Management
New York
$10.8M 114,365 -6,051 -5%
UCFA
112
United Capital Financial Advisors
Texas
$10.8M 113,848 -1,599 -1%
LFS
113
Lutz Financial Services
Nebraska
$10.7M 113,419 +2,097 +2%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$10.6M 111,497 +16,777 +18%
IWC
115
Integrated Wealth Concepts
Massachusetts
$10.2M 107,401 +150 +0.1%
DAS
116
Dynamic Advisor Solutions
Arizona
$9.89M 104,510 +3,281 +3%
RSWA
117
Robinson Smith Wealth Advisors
Maine
$9.56M 100,981 -209 -0.2%
Charles Schwab
118
Charles Schwab
California
$9.53M 100,661 -7,282 -7%
QC
119
Quent Capital
New York
$9.45M 99,878 -3,465 -3%
Mariner
120
Mariner
Kansas
$9.27M 97,942 +7,256 +8%
IA
121
Integrity Alliance
Iowa
$9.14M 96,566 +2,183 +2%
SC
122
Sapient Capital
Indiana
$9.05M 95,643 +177 +0.2%
SC
123
Savant Capital
Illinois
$8.88M 93,840 -12,574 -12%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$8.68M 91,744 -256,550 -74%
FC
125
Financial Council
Maryland
$8.65M 91,437 +158 +0.2%
3 4
5
6 7