IUSV icon

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 %
CWP
126
Corepath Wealth Partners
Arizona
$8.61M -$40.9K -425 -0.5%
EIA
127
Eldridge Investment Advisors
New Hampshire
$8.61M -$10.9K -115 -0.1%
COCM
128
Charter Oak Capital Management
New Hampshire
$8.39M +$399K +4,213 +5%
CRC
129
Curi RMB Capital
Illinois
$8.32M +$5.02M +53,041 +152%
IC
130
Iconiq Capital
California
$8.12M -$170K -1,801 -2%
AllianceBernstein
131
AllianceBernstein
Tennessee
$8.12M -$28.4K -300 -0.3%
AAS
132
Ameritas Advisory Services
Nebraska
$7.38M -$5.63M -59,527 -43%
HWM
133
HighMark Wealth Management
Minnesota
$7.31M +$8.99K +95 +0.1%
CM
134
Columbus Macro
Pennsylvania
$7.26M -$580K -6,124 -7%
MWA
135
Motive Wealth Advisors
Michigan
$7.22M +$222K +2,342 +3%
OIA
136
OneDigital Investment Advisors
Kansas
$7.21M -$345K -3,641 -5%
ZIG
137
Zuckerman Investment Group
Illinois
$7.18M +$1.32M +13,999 +23%
FFG
138
Foundry Financial Group
New Hampshire
$7.17M +$104K +1,097 +1%
TF
139
Trek Financial
Arizona
$7.16M -$17.1M -180,565 -70%
EWA
140
EP Wealth Advisors
California
$7.11M +$3.57M +37,772 +101%
IA
141
IFG Advisory
Georgia
$7.01M +$687K +7,257 +11%
LSL
142
Legacy Solutions LLC
Pennsylvania
$6.95M +$135K +1,423 +2%
EFH
143
Eaton Financial Holdings
Florida
$6.83M -$3.98M -42,029 -37%
CWA
144
Canvas Wealth Advisors
Kansas
$6.74M +$122K +1,260 +2%
PP
145
PrairieView Partners
Minnesota
$6.53M +$540K +5,702 +9%
VA
146
Valmark Advisers
Ohio
$6.52M +$926K +9,781 +17%
CNTOF
147
Canandaigua National Trust of Florida
New York
$6.45M +$872K +9,213 +16%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$6.2M +$634K +6,635 +11%
BWA
149
Beam Wealth Advisors
Louisiana
$6.16M -$1.49M -15,745 -19%
AWM
150
Able Wealth Management
New Jersey
$6M +$156K +1,649 +3%
4 5
6
7 8