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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 %
Truist Financial
101
Truist Financial
North Carolina
$11.4M -$12.6M -137,006 -53%
SWP
102
Stratos Wealth Partners
Ohio
$11.4M -$971K -10,524 -8%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.2M +$121K +1,307 +1%
TIM
104
Tortoise Investment Management
New York
$11.1M -$1.58M -17,108 -12%
AWS
105
Atria Wealth Solutions
New York
$11.1M +$530K +5,745 +5%
EWA
106
ERTS Wealth Advisors
Michigan
$11.1M +$64K +693 +0.6%
Legacy Financial Group (Iowa)
107
Legacy Financial Group (Iowa)
Iowa
$11.1M +$3.14M +34,038 +40%
CAC
108
Certified Advisory Corp
Florida
$11M -$219K -2,374 -2%
UCFA
109
United Capital Financial Advisors
Texas
$10.7M -$512K -5,550 -5%
GFA
110
Gallagher Fiduciary Advisors
Illinois
$10.6M +$177K +1,913 +2%
EFH
111
Eaton Financial Holdings
Florida
$10.5M -$2.02M -21,872 -16%
KAS
112
Kestra Advisory Services
Texas
$10.3M -$669K -7,252 -6%
LFS
113
Lutz Financial Services
Nebraska
$10.3M -$184K -1,997 -2%
Charles Schwab
114
Charles Schwab
California
$9.96M -$973K -10,539 -9%
IWC
115
Integrated Wealth Concepts
Massachusetts
$9.9M -$310K -3,360 -3%
SC
116
Savant Capital
Illinois
$9.82M -$767K -8,313 -7%
QC
117
Quent Capital
New York
$9.54M +$42.9K +465 +0.5%
DAS
118
Dynamic Advisor Solutions
Arizona
$9.34M +$272K +2,945 +3%
RSWA
119
Robinson Smith Wealth Advisors
Maine
$9.34M +$73.3K +794 +0.8%
MWM
120
Modern Wealth Management
Kansas
$9.18M +$109K +1,178 +1%
SC
121
Sapient Capital
Indiana
$8.81M +$13.2K +143 +0.2%
MSFS
122
Main Street Financial Solutions
Pennsylvania
$8.74M -$225K -2,440 -3%
IA
123
Integrity Alliance
Iowa
$8.71M +$8.71M +94,383 New
FC
124
Financial Council
Maryland
$8.42M +$7.01K +76 +0.1%
EIA
125
Eldridge Investment Advisors
New Hampshire
$8.41M +$37.5K +406 +0.4%
3 4
5
6 7