We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

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
Holders
784
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$286K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$12.1M
Truist Financial
102
Truist Financial
North Carolina
$11.5M
LFS
103
Lutz Financial Services
Nebraska
$11.4M
SWP
104
Stratos Wealth Partners
Ohio
$11.3M
EWA
105
ERTS Wealth Advisors
Michigan
$11.3M
Mariner
106
Mariner
Kansas
$10.9M
IWC
107
Integrated Wealth Concepts
Massachusetts
$10.9M
AL
108
ARWA LLC
Texas
$10.8M
CAG
109
Crestwood Advisors Group
Massachusetts
$10.7M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$10.6M
TIM
111
Tortoise Investment Management
New York
$10.4M
SPC
112
Sigma Planning Corp
Michigan
$10.3M
DAS
113
Dynamic Advisor Solutions
Arizona
$9.99M
WC
114
Weil Company
California
$9.99M
SC
115
Sapient Capital
Indiana
$9.87M
QC
116
Quent Capital
New York
$9.85M
P
117
&Partners
Tennessee
$9.67M
COCM
118
Charter Oak Capital Management
New Hampshire
$9.57M
TPCW
119
TD Private Client Wealth
New York
$9.56M
IFA
120
Independence Financial Advisors
New Hampshire
$9.5M
FC
121
Financial Council
Maryland
$9.28M
ZIG
122
Zuckerman Investment Group
Illinois
$9.05M
IC
123
Iconiq Capital
California
$8.78M
Charles Schwab
124
Charles Schwab
California
$8.74M
AWA
125
Amplius Wealth Advisors
Pennsylvania
$8.65M