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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 %
GWM
176
Geneos Wealth Management
Colorado
$4.39M +$2.46M +26,688 +128%
AMG
177
Asset Management Group
Connecticut
$4.35M -$18.7K -203 -0.4%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$4.32M -$5.44M -58,891 -56%
CAM
179
Cresset Asset Management
Illinois
$4.22M +$178K +1,934 +4%
M&T Bank
180
M&T Bank
New York
$3.99M -$310K -3,358 -7%
DDPIC
181
Deroy & Devereaux Private Investment Counsel
Michigan
$3.85M +$133K +1,445 +4%
MOS
182
MGO One Seven
Ohio
$3.83M +$238K +2,576 +7%
EWM
183
Endowment Wealth Management
Wisconsin
$3.83M +$711K +7,701 +23%
VFPW
184
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.77M -$32.4K -351 -0.9%
SWP
185
Summit Wealth Partners
Florida
$3.72M +$361K +3,907 +11%
NA
186
NewEdge Advisors
Louisiana
$3.72M -$226K -2,448 -6%
WMP
187
Wealth Management Partners
Arizona
$3.67M +$21.2K +230 +0.6%
SF
188
Summit Financial
New Jersey
$3.67M +$518K +5,617 +16%
EWA
189
EP Wealth Advisors
California
$3.45M -$33.4K -362 -1%
FCM
190
Family Capital Management
Michigan
$3.41M +$372K +4,033 +12%
ACA
191
Atlas Capital Advisors
Wyoming
$3.41M +$857K +9,288 +34%
P
192
&Partners
Tennessee
$3.41M -$102K -1,115 -3%
PCA
193
Prosperity Capital Advisors
Ohio
$3.39M -$215K -2,328 -6%
B
194
Bailard
California
$3.34M -$501K -5,426 -13%
GP
195
Greenline Partners
New York
$3.29M -$6.26M -23,372 -66%
SOS
196
Silver Oak Securities
Tennessee
$3.29M -$66.9K -732 -2%
RFN
197
RDA Financial Network
Iowa
$3.29M +$3.14K +34 +0.1%
HWA
198
Hilltop Wealth Advisors
North Carolina
$3.25M +$110K +1,195 +4%
WWM
199
WJ Wealth Management
Arizona
$3.24M -$175K -1,899 -5%
CRC
200
Curi RMB Capital
Illinois
$3.22M +$3.22M +34,848 New
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