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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 %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$3.13M -$315K -3,415 -9%
SWC
202
Spectrum Wealth Counsel
Indiana
$3.09M +$1.2M +13,030 +64%
WPWM
203
Windward Private Wealth Management
Kansas
$3.09M -$31.1K -337 -1%
DP
204
Denver PWM
Colorado
$3.08M -$646 -7 -0%
FM
205
Family Management
New York
$3.08M -$53.9K -584 -2%
LRIA
206
Leonard Rickey Investment Advisors
Washington
$3.07M -$61.4K -704 -2%
GAM
207
Gotham Asset Management
New York
$3.04M +$1.12M +12,093 +58%
OC
208
Oppenheimer & Co
New York
$2.98M -$85.6K -927 -3%
CWMK
209
Caliber Wealth Management (Kansas)
Kansas
$2.84M +$2.84M +30,777 New
Cerity Partners
210
Cerity Partners
New York
$2.78M -$3.14K -34 -0.1%
EIC
211
Equity Investment Corp
Georgia
$2.77M -$3.38M -36,662 -55%
FPAS
212
Focus Partners Advisor Solutions
Missouri
$2.72M -$39.6K -429 -1%
HNB
213
Huntington National Bank
Ohio
$2.69M -$4.23M – –
1CP
214
17 Capital Partners
Arizona
$2.68M +$370K +4,008 +16%
GPA
215
Guidance Point Advisors
Massachusetts
$2.64M +$72.4K +784 +3%
Citigroup
216
Citigroup
New York
$2.45M -$137K -1,482 -5%
ES
217
Eagle Strategies
New York
$2.45M +$75.8K +821 +3%
NWWA
218
New Wave Wealth Advisors
Arkansas
$2.39M -$218K -2,367 -8%
GPI
219
General Partner Inc
Pennsylvania
$2.37M – – –
WAOI
220
Wealth Advisors of Iowa
Iowa
$2.36M +$1.02K +11 +0%
CWM
221
Centricity Wealth Management
Ohio
$2.34M +$31.1K +337 +1%
GVAG
222
Great Valley Advisor Group
Delaware
$2.31M +$497K +5,383 +27%
ZIC
223
ZWJ Investment Counsel
Georgia
$2.3M +$17K +184 +0.7%
M
224
MATAURO
New York
$2.29M +$97.9K +1,061 +4%
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$2.28M +$9.04K +98 +0.4%
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