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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 %
TFA
201
Tobias Financial Advisors
Florida
$3.03M +$3.03M +32,038 New
FM
202
Family Management
New York
$2.94M -$220K -2,329 -7%
Renaissance Technologies
203
Renaissance Technologies
New York
$2.93M +$2.93M +31,000 New
CPW
204
Catalyst Private Wealth
California
$2.92M +$928K +9,808 +47%
CWMK
205
Caliber Wealth Management (Kansas)
Kansas
$2.87M -$42.8K -452 -1%
ACA
206
Atlas Capital Advisors
Wyoming
$2.86M -$643K -6,792 -18%
VFS
207
Valpey Financial Services
New Hampshire
$2.86M +$2.86M +30,174 New
1CP
208
17 Capital Partners
Arizona
$2.8M +$49.3K +521 +2%
Citigroup
209
Citigroup
New York
$2.78M +$262K +2,766 +10%
SCM
210
SOL Capital Management
Maryland
$2.76M +$2.31M +24,400 +514%
GPA
211
Guidance Point Advisors
Massachusetts
$2.74M +$31.9K +337 +1%
FPAS
212
Focus Partners Advisor Solutions
Missouri
$2.71M -$74.5K -787 -3%
MA
213
Montag & Associates
Georgia
$2.7M +$589K +6,224 +28%
ES
214
Eagle Strategies
New York
$2.55M +$40.3K +426 +2%
SWM
215
Sterling Wealth Management
Illinois
$2.53M +$2.53M +26,728 New
NWWA
216
New Wave Wealth Advisors
Arkansas
$2.53M +$72.5K +766 +3%
Cerity Partners
217
Cerity Partners
New York
$2.49M -$358K -3,784 -13%
CWM
218
Centricity Wealth Management
Ohio
$2.45M +$46.7K +494 +2%
GPI
219
General Partner Inc
Pennsylvania
$2.43M – – –
WAOI
220
Wealth Advisors of Iowa
Iowa
$2.42M +$1.33K +14 +0.1%
ZIC
221
ZWJ Investment Counsel
Georgia
$2.39M +$30.8K +325 +1%
VFIC
222
Valley Forge Investment Consultants
Pennsylvania
$2.34M -$1.23K -13 -0.1%
LPP
223
Life Planning Partners
Florida
$2.32M – – –
PFS
224
Prospera Financial Services
Texas
$2.31M +$24.1K +254 +1%
MSAM
225
Moloney Securities Asset Management
Missouri
$2.29M -$4.64K -49 -0.2%
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