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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 %
Bank of America
1
Bank of America
North Carolina
$6.66B +$56.1M +607,522 +0.8%
LPL Financial
2
LPL Financial
California
$1.33B +$56.5M +612,628 +4%
Morgan Stanley
3
Morgan Stanley
New York
$847M -$6.86M -74,300 -0.8%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$442M +$47.9M +524,480 +12%
BTI
5
Blue Trust Inc
Georgia
$441M +$11.7M +126,649 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$424M +$17.4M +188,313 +4%
S
7
SignatureFD
Georgia
$412M +$16M +173,459 +4%
AL
8
Aspiriant LLC
California
$326M +$24.1M +261,121 +8%
KIM
9
Kestra Investment Management
Texas
$255M +$16.7M +181,161 +7%
MFG
10
Merit Financial Group
Georgia
$222M +$56M +606,410 +34%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$187M +$4.9M +53,089 +3%
CM
12
Churchill Management
California
$173M +$173M +1,877,261 New
BlackRock
13
BlackRock
New York
$151M +$4.94M +53,475 +3%
UBS Group
14
UBS Group
Switzerland
$149M -$2.09M -22,667 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$149M +$7.51M +81,322 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$131M +$255K +2,763 +0.2%
Wells Fargo
17
Wells Fargo
California
$122M +$416K +4,511 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$120M +$15.5M +168,285 +15%
VWM
19
Venturi Wealth Management
Texas
$112M +$47.9M +519,136 +75%
William Blair & Company
20
William Blair & Company
Illinois
$105M +$5.4M +58,511 +5%
MWM
21
Modera Wealth Management
New Jersey
$93.5M +$2.44M +26,437 +3%
BEI
22
Benjamin Edwards Inc
Missouri
$89.7M +$8.38M +90,754 +10%
Corient Private Wealth
23
Corient Private Wealth
Florida
$74.1M +$45.1M +488,733 +156%
CNBT
24
Canandaigua National Bank & Trust
New York
$73.9M +$7.38M +79,964 +11%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$63.4M -$849K -9,196 -1%
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