iShares Core S&P US Value ETF
IUSV
733 hedge funds and large institutions have $16.2B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 289 increasing their positions, 215 reducing their positions, and 38 closing their positions.
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
34% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 215
1% more funds holding
Funds holding: 723 → 733 (+10)
3% more capital invested
Capital invested by funds: $15.7B → $16.2B (+$481M)
0.57% more ownership
Funds ownership: 79.45% → 80.01% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 52 → 52 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$176M |
| 2 |
LPL Financial
San Diego,
California
|
+$57.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$56.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOI
Auto-Owners Insurance
Lansing,
Michigan
|
-$78.9M |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$25.6M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$17.5M |
| 4 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$16.6M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$14.9M |
IUSV Hedge Fund Activity: Q1 2025 in Review
733 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2025, worth a combined $16.2B — up 3.1% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IUSV positions and 38 closed out — a net gain of 23 holders — while 289 added to existing stakes and 215 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $176M. The largest seller was Auto-Owners Insurance, cutting an estimated $78.9M.
- 733 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2025, up from 723 in Q4 2024.
- Funds reported $16.2B of iShares Core S&P US Value ETF stock for Q1 2025, up 3.1% quarter-over-quarter.
- 61 funds opened new iShares Core S&P US Value ETF positions in Q1 2025 and 38 closed out, a net change of +23 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2025 was Churchill Management, an estimated $176M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $78.9M sold.
Based on aggregated 13F filings for Q1 2025.