iShares Core S&P US Value ETF
IUSV
793 hedge funds and large institutions have $20.1B invested in iShares Core S&P US Value ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 286 increasing their positions, 243 reducing their positions, and 56 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 243
14% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 56
1.98% more ownership
Funds ownership: 81.59% → 83.56% (+2%)
1% more capital invested
Capital invested by funds: $19.9B → $20.1B (+$183M)
1% less funds holding
Funds holding: 801 → 793 (-8)
4% less funds holding in top 10
Funds holding in top 10: 54 → 52 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$129M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$129M |
| 3 |
LPL Financial
San Diego,
California
|
+$85.9M |
| 4 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
+$46.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$53M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$52.8M |
| 3 |
JP Morgan Chase
New York
|
-$25.4M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$17.6M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$17M |
IUSV Hedge Fund Activity: Q1 2026 in Review
793 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2026, worth a combined $20.1B — up 0.92% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IUSV positions and 56 closed out — a net gain of 8 holders — while 286 added to existing stakes and 243 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $129M. The largest seller was Venturi Wealth Management, cutting an estimated $53M.
- 793 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2026, down from 801 in Q4 2025.
- Funds reported $20.1B of iShares Core S&P US Value ETF stock for Q1 2026, up 0.92% quarter-over-quarter.
- 64 funds opened new iShares Core S&P US Value ETF positions in Q1 2026 and 56 closed out, a net change of +8 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $129M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2026 was Venturi Wealth Management, an estimated $53M sold.
Based on aggregated 13F filings for Q1 2026.