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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

715 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, 236 reducing their positions, and 47 closing their positions.

Holders
715
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
9.6%
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
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 %
CWP
126
Corepath Wealth Partners
Arizona
$8.61M 89,373 -425 -0.5%
EIA
127
Eldridge Investment Advisors
New Hampshire
$8.61M 90,976 -115 -0.1%
COCM
128
Charter Oak Capital Management
New Hampshire
$8.39M 88,656 +4,213 +5%
CRC
129
Curi RMB Capital
Illinois
$8.32M 87,889 +53,041 +152%
IC
130
Iconiq Capital
California
$8.12M 85,842 -1,801 -2%
AllianceBernstein
131
AllianceBernstein
Tennessee
$8.12M 85,800 -300 -0.3%
AAS
132
Ameritas Advisory Services
Nebraska
$7.38M 77,998 -59,527 -43%
HWM
133
HighMark Wealth Management
Minnesota
$7.31M 77,295 +95 +0.1%
CM
134
Columbus Macro
Pennsylvania
$7.26M 76,692 -6,124 -7%
MWA
135
Motive Wealth Advisors
Michigan
$7.22M 76,314 +2,342 +3%
OIA
136
OneDigital Investment Advisors
Kansas
$7.21M 76,185 -3,641 -5%
ZIG
137
Zuckerman Investment Group
Illinois
$7.18M 75,825 +13,999 +23%
FFG
138
Foundry Financial Group
New Hampshire
$7.17M 75,774 +1,097 +1%
TF
139
Trek Financial
Arizona
$7.16M 75,632 -180,565 -70%
EWA
140
EP Wealth Advisors
California
$7.11M 75,182 +37,772 +101%
IA
141
IFG Advisory
Georgia
$7.01M 74,127 +7,257 +11%
LSL
142
Legacy Solutions LLC
Pennsylvania
$6.95M 73,408 +1,423 +2%
EFH
143
Eaton Financial Holdings
Florida
$6.83M 72,173 -42,029 -37%
CWA
144
Canvas Wealth Advisors
Kansas
$6.74M 69,620 +1,260 +2%
PP
145
PrairieView Partners
Minnesota
$6.53M 68,988 +5,702 +9%
VA
146
Valmark Advisers
Ohio
$6.52M 68,898 +9,781 +17%
CNTOF
147
Canandaigua National Trust of Florida
New York
$6.45M 68,178 +9,213 +16%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$6.2M 64,972 +6,635 +11%
BWA
149
Beam Wealth Advisors
Louisiana
$6.16M 65,104 -15,745 -19%
AWM
150
Able Wealth Management
New Jersey
$6M 63,390 +1,649 +3%
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