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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

717 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, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-4
Holders Change %
-0.55%
% 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
238
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

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

Top Sellers

1
CM
Churchill Management
California
$0
2
VWM
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
BlackRock
New York
$81.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$5.67M +$5.67M +59,945 New
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$5.66M -$527K -5,569 -9%
DWM
153
Defined Wealth Management
Oregon
$5.51M -$259K -2,740 -4%
MA
154
Mutual Advisors
Nebraska
$5.49M +$261K +2,687 +5%
VPW
155
Variant Private Wealth
Virginia
$5.48M +$53.5K +565 +1%
1WA
156
180 Wealth Advisors
Washington
$5.38M -$59.5K -629 -1%
SCM
157
SCS Capital Management
Massachusetts
$5.37M -$109K -1,151 -2%
Comerica Bank
158
Comerica Bank
Texas
$5.29M +$497K +5,255 +10%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.2M +$189 +2 +0%
HCM
160
Howland Capital Management
Massachusetts
$5.14M – – –
SWM
161
Spire Wealth Management
Virginia
$5.08M -$233K -2,463 -4%
UWM
162
USAdvisors Wealth Management
Minnesota
$5.03M +$67.7K +715 +1%
EWM
163
Endowment Wealth Management
Wisconsin
$5.01M +$1.09M +11,489 +28%
SCP
164
Stevens Capital Partners
Nebraska
$5M -$381 -4 -0%
SS
165
Sunbelt Securities
Texas
$4.88M -$238K -2,574 -5%
WC
166
Weil Company
California
$4.86M -$24.1M -254,852 -83%
PWM
167
Perigon Wealth Management
California
$4.79M +$123K +1,295 +3%
BCG
168
Breakwater Capital Group
New Jersey
$4.78M -$6.91K -73 -0.1%
EFM
169
Eley Financial Management
Vermont
$4.75M +$4.45K +47 +0.1%
FWP
170
Forefront Wealth Partners
Texas
$4.64M +$63.5K +686 +1%
US Bancorp
171
US Bancorp
Minnesota
$4.54M -$55.9K -591 -1%
SWP
172
Summit Wealth Partners
Florida
$4.53M +$708K +7,480 +19%
AMG
173
Asset Management Group
Connecticut
$4.48M +$20.2K +213 +0.5%
SF
174
Summit Financial
New Jersey
$4.44M +$671K +7,094 +18%
EPM
175
Elm Partners Management
Pennsylvania
$4.33M -$499K -5,275 -10%
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