iShares Core S&P US Value ETF
IUSV
801 hedge funds and large institutions have $19.9B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 280 increasing their positions, 233 reducing their positions, and 44 closing their positions.
143% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 44
38% more call options, than puts
Call options by funds: $369K | Put options by funds: $267K
20% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 233
17% more funds holding in top 10
Funds holding in top 10: 46 → 54 (+8)
8% more capital invested
Capital invested by funds: $18.4B → $19.9B (+$1.45B)
7% more funds holding
Funds holding: 749 → 801 (+52)
0.38% less ownership
Funds ownership: 81.96% → 81.59% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$321M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$108M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$69.7M |
| 4 |
Morgan Stanley
New York
|
+$64.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$56.4M |
| 2 |
TLA
Tanglewood Legacy Advisors
Houston,
Texas
|
-$29.1M |
| 3 |
Two Sigma Investments
New York
|
-$23.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.7M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$11M |
IUSV Hedge Fund Activity: Q4 2025 in Review
801 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2025, worth a combined $19.9B — up 7.9% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IUSV positions and 44 closed out — a net gain of 63 holders — while 280 added to existing stakes and 233 trimmed.
The largest buyer was Bank of America, adding an estimated $321M. The largest seller was Blue Trust Inc, cutting an estimated $56.4M.
- 801 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2025, up from 749 in Q3 2025.
- Funds reported $19.9B of iShares Core S&P US Value ETF stock for Q4 2025, up 7.9% quarter-over-quarter.
- 107 funds opened new iShares Core S&P US Value ETF positions in Q4 2025 and 44 closed out, a net change of +63 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2025 was Bank of America, an estimated $321M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2025 was Blue Trust Inc, an estimated $56.4M sold.
Based on aggregated 13F filings for Q4 2025.