We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

747 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 229

9% more capital invested

Capital invested by funds: $17B → $18.4B (+$1.47B)

3% more funds holding

Funds holding: 727747 (+20)

0.69% more ownership

Funds ownership: 81.25%81.94% (+0.69%)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

Holders
747
Holders Change
+20
Holders Change %
+2.75%
% of All Funds
9.81%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.6%
New
67
Increased
273
Reduced
229
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Integrity Alliance
Iowa
$5.64M -$3.91M -40,152 -42%
MWM
152
Modern Wealth Management
Kansas
$5.54M -$6.03M -61,973 -53%
1WA
153
180 Wealth Advisors
Washington
$5.53M -$148K -1,523 -3%
HCM
154
Howland Capital Management
Massachusetts
$5.42M
EFH
155
Eaton Financial Holdings
Florida
$5.35M -$1.82M -18,660 -26%
SWM
156
Spire Wealth Management
Virginia
$5.27M -$92K -945 -2%
SF
157
Summit Financial
New Jersey
$5.18M +$485K +4,983 +11%
PWM
158
Perigon Wealth Management
California
$5.13M +$69K +709 +1%
EFM
159
Eley Financial Management
Vermont
$4.99M -$32K -329 -0.7%
SCP
160
Stevens Capital Partners
Nebraska
$4.98M -$257K -2,635 -5%
UWM
161
USAdvisors Wealth Management
Minnesota
$4.89M -$404K -4,146 -8%
Comerica Bank
162
Comerica Bank
Texas
$4.86M -$715K -7,348 -13%
BCG
163
Breakwater Capital Group
New Jersey
$4.81M -$234K -2,408 -5%
GAM
164
Gotham Asset Management
New York
$4.79M +$1.46M +15,034 +46%
SWP
165
Summit Wealth Partners
Florida
$4.76M -$17.7K -182 -0.4%
AMG
166
Asset Management Group
Connecticut
$4.75M +$21.1K +217 +0.5%
US Bancorp
167
US Bancorp
Minnesota
$4.72M -$68K -699 -1%
USCWA
168
U.S. Capital Wealth Advisors
Texas
$4.7M +$4.32M +44,426 +1,714%
EPM
169
Elm Partners Management
Pennsylvania
$4.51M -$56.2K -577 -1%
FCM
170
Family Capital Management
Michigan
$4.45M +$165K +1,695 +4%
FPAS
171
Focus Partners Advisor Solutions
Missouri
$4.45M +$1.49M +15,302 +53%
IWM
172
IHT Wealth Management
Illinois
$4.33M -$91.4K -939 -2%
Deutsche Bank
173
Deutsche Bank
Germany
$4.21M +$123K +1,262 +3%
M&T Bank
174
M&T Bank
New York
$4.18M -$268K -2,757 -6%
EF
175
Empowered Funds
Pennsylvania
$4.11M +$4M +41,108 New