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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 %
VA
151
Valmark Advisers
Ohio
$5.46M +$636K +6,891 +13%
CNTOF
152
Canandaigua National Trust of Florida
New York
$5.44M +$306K +3,314 +6%
TWC
153
TD Waterhouse Canada
Ontario, Canada
$5.36M -$246K -2,683 -4%
Jane Street
154
Jane Street
New York
$5.36M +$3.82M +41,366 +248%
SCM
155
SCS Capital Management
Massachusetts
$5.34M +$5.34M +57,846 New
1WA
156
180 Wealth Advisors
Washington
$5.3M -$77.6K -841 -1%
VPW
157
Variant Private Wealth
Virginia
$5.29M +$8.86K +96 +0.2%
SWM
158
Spire Wealth Management
Virginia
$5.18M -$361K -3,912 -7%
SIM
159
Synergy Investment Management
Florida
$5.16M -$4.9M -53,123 -49%
SS
160
Sunbelt Securities
Texas
$5.1M +$317K +3,439 +7%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.07M -$152K -1,647 -3%
HCM
162
Howland Capital Management
Massachusetts
$5.01M – – –
SCP
163
Stevens Capital Partners
Nebraska
$4.84M -$2.06M -22,307 -30%
UWM
164
USAdvisors Wealth Management
Minnesota
$4.83M -$729K -7,902 -13%
RC
165
Rovin Capital
Arizona
$4.77M -$520K -5,637 -10%
MA
166
Mutual Advisors
Nebraska
$4.74M +$132K +1,495 +3%
EPM
167
Elm Partners Management
Pennsylvania
$4.71M -$746K -8,087 -14%
Comerica Bank
168
Comerica Bank
Texas
$4.68M -$1.54M -16,639 -25%
BCG
169
Breakwater Capital Group
New Jersey
$4.67M +$38.8K +420 +0.8%
EFM
170
Eley Financial Management
Vermont
$4.62M +$553 +6 +0%
HH
171
Hilltop Holdings
Texas
$4.6M +$1.72M +18,628 +60%
IWM
172
IHT Wealth Management
Illinois
$4.57M -$468K -5,069 -9%
FWP
173
Forefront Wealth Partners
Texas
$4.56M -$63.3K -686 -1%
PWM
174
Perigon Wealth Management
California
$4.55M -$50.3K -545 -1%
US Bancorp
175
US Bancorp
Minnesota
$4.48M -$424K -4,591 -9%
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