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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 %
M&T Bank
176
M&T Bank
New York
$4.22M +$129K +1,360 +3%
CAM
177
Cresset Asset Management
Illinois
$4.19M -$135K -1,424 -3%
IWM
178
IHT Wealth Management
Illinois
$4.19M -$497K -5,252 -11%
FCM
179
Family Capital Management
Michigan
$4.06M +$555K +5,869 +16%
Northern Trust
180
Northern Trust
Illinois
$3.88M +$2.43M +25,660 +168%
Deutsche Bank
181
Deutsche Bank
Germany
$3.87M +$1.73M +18,288 +81%
WMP
182
Wealth Management Partners
Arizona
$3.83M +$21.3K +223 +0.6%
DDPIC
183
Deroy & Devereaux Private Investment Counsel
Michigan
$3.76M -$189K -2,000 -5%
WPWM
184
Windward Private Wealth Management
Kansas
$3.75M +$589K +6,223 +19%
B
185
Bailard
California
$3.58M +$153K +1,615 +4%
HWA
186
Hilltop Wealth Advisors
North Carolina
$3.56M +$224K +2,367 +7%
SOS
187
Silver Oak Securities
Tennessee
$3.5M +$93.1K +984 +3%
RFN
188
RDA Financial Network
Iowa
$3.46M +$92K +972 +3%
EIC
189
Equity Investment Corp
Georgia
$3.44M +$595K +6,288 +21%
GP
190
Greenline Partners
New York
$3.37M +$2.21M +23,372 +190%
WWM
191
WJ Wealth Management
Arizona
$3.32M -$1.42K -15 -0%
PCA
192
Prosperity Capital Advisors
Ohio
$3.29M -$182K -1,926 -5%
P
193
&Partners
Tennessee
$3.28M -$240K -2,534 -7%
Russell Investments Group
194
Russell Investments Group
United Kingdom
$3.27M -$3.1M -32,792 -49%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$3.24M +$3.24M +34,198 New
LRIA
196
Leonard Rickey Investment Advisors
Washington
$3.23M -$102K -1,081 -3%
GVAG
197
Great Valley Advisor Group
Delaware
$3.15M +$786K +8,303 +33%
DP
198
Denver PWM
Colorado
$3.12M -$44.1K -466 -1%
OC
199
Oppenheimer & Co
New York
$3.12M +$64.2K +678 +2%
GAM
200
Gotham Asset Management
New York
$3.11M – – –
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