iShares Core S&P U.S. Value

IUSV • NASDAQ

iShares Core S&P U.S. Value is an exchange-traded fund on NASDAQ. As of Q3 2025, 725 institutional investors hold shares in this ETF, with total holdings valued at $18.4B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $8.0B.

Overview

Overview of institutional ownership in IUSV as of Q3 2025

All Institutions

Institutions: 725
Value Held: $18.4B
Shares Held: 184.0M
Avg Position: $25.4M
Median Position: $611.8K

Hedge Funds

Hedge Funds: 9
Value Held: $48.6M
Shares Held: 486.1K
Avg Position: $5.4M
Median Position: $2.4M

Biggest Investors

Institutions with the largest positions in IUSV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$8.0B 0.60% of portfolio	80.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
L LPL Financial LLC Institution	-	$1.6B 0.47% of portfolio	15.8M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$907.6M 0.06% of portfolio	9.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
J JONES FINANCIAL COMPANIES LLLP Institution	-	$609.9M 0.42% of portfolio	6.1M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$580.6M 0.17% of portfolio	5.8M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
R Ronald Blue Trust, Inc. Institution	-	$499.1M 5.61% of portfolio	5.0M shares	Q2 2022 Held for 3y 5m	$8.9B
SIGNATUREFD, LLC RIA/Wealth	Heather A Robertson Fortner CEO	$448.7M 7.08% of portfolio	4.5M shares	Q2 2019 Held for 6y 5m	$6.3B
ASPIRIANT, LLC RIA/Wealth	Robert Joseph Francais CEO	$359.9M 11.01% of portfolio	3.6M shares	≤ Q2 2013 Held for 12y 5m+	$3.3B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	$336.9M 9.05% of portfolio	3.4M shares	Q2 2024 Held for 1y 5m	$3.7B
Merit Financial Group, LLC RIA/Wealth	Rick Lee Kent CEO	$234.2M 2.19% of portfolio	2.3M shares	Q4 2023 Held for 1y 11m	$10.7B

Net Capital Flow

Institutional buying and selling activity for IUSV in Q3 2025

Traded: +$1.0B
Buyers: 337
Sellers: 252
Total Bought: +$1.2B
Total Sold: −$189.7M
Avg Position: $24.1M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$582.8M +5.8M shares	$8.0B 80.2M shares
Foster Group, Inc. RIA/Wealth	+$103.9M +1.0M shares	$103.9M 1.0M shares
L LPL Financial LLC Institution	+$64.7M +647.6K shares	$1.6B 15.8M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$55.6M +556.4K shares	$580.6M 5.8M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$43.0M +432.2K shares	$609.9M 6.1M shares
Cetera Investment Advisers RIA/Wealth	+$34.5M +345.4K shares	$82.4M 824.3K shares
Kestra Investment Management, LLC Long Only Manager	+$33.4M +334.1K shares	$336.9M 3.4M shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	+$24.3M +243.2K shares	$81.8M 818.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$23.6M +235.8K shares	$23.6M 235.8K shares
Duncan Williams Asset Management, LLC RIA/Wealth	+$20.8M +207.8K shares	$20.8M 207.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Venturi Wealth Management, LLC RIA/Wealth	−$18.1M −181.1K shares	$23.4M 233.7K shares
Financial Advocates Investment Management RIA/Wealth	−$14.0M −148.1K shares	Sold Off 0 shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	−$13.9M −138.6K shares	$11.3M 112.6K shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	−$11.9M −125.6K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$11.3M −113.0K shares	$127.6M 1.3M shares
Townsend & Associates, Inc RIA/Wealth	−$8.1M −81.6K shares	$36.1M 362.0K shares
Eldridge Investment Advisors, Inc. RIA/Wealth	−$8.0M −79.7K shares	$1.1M 11.3K shares
Modern Wealth Management, LLC RIA/Wealth	−$6.2M −62.0K shares	$5.5M 55.4K shares
WELLS FARGO & COMPANY/MN Institution	−$5.9M −59.3K shares	$107.4M 1.1M shares
Gallagher Fiduciary Advisors, LLC Pension/Endowment	−$5.9M −59.0K shares	$5.8M 58.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IUSV in Q3 2025

New Positions: 31
New Value: $136.0M
Exited Positions: 37
Exited Value: $38.8M

New Positions

Institution	Position Value
Foster Group, Inc. RIA/Wealth	$103.9M 1.0M shares
Duncan Williams Asset Management, LLC RIA/Wealth	$20.8M 207.8K shares
Empowered Funds, LLC ETF Provider	$4.1M 41.1K shares
Miracle Mile Advisors, LLC RIA/Wealth	$2.6M 25.9K shares
Financial & Tax Architects, LLC RIA/Wealth	$777.0K 7.8K shares
Berman McAleer LLC RIA/Wealth	$776.5K 7.8K shares
Riverwater Partners LLC RIA/Wealth	$354.7K 3.5K shares
T TABLEAUX LLC Institution	$350.8K 3.5K shares
Delap Wealth Advisory, LLC RIA/Wealth	$332.8K 3.3K shares
J John W. Brooker & Co., CPAs Institution	$275.5K 2.8K shares

Exited Positions

Institution	Previous Position
Financial Advocates Investment Management RIA/Wealth	$14.0M 148.1K shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	$11.9M 125.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 20.4K shares
S SUTTON PLACE INVESTORS LLC Institution	$1.9M 20.3K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$1.6M 16.5K shares
H HRT FINANCIAL LLC Institution	$1.3M 14.2K shares
Sand Hill Global Advisors, LLC RIA/Wealth	$829.6K 8.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$562.2K 5.6K shares
I Impact Partnership Wealth, LLC RIA/Wealth	$496.5K 5.2K shares
Berry Wealth Group, LP RIA/Wealth	$388.7K 4.1K shares

Options Activity

Institutions with the largest Call and Put options positions in IUSV as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
B Belvedere Trading LLC Institution	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IUSV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Tanglewood Legacy Advisors, LLC RIA/Wealth	Kevin Bruce Roth CEO	24.84% $64.3M	643.4K shares	Q4 2022 Held for 2y 11m	$258.9M
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth	Charles Lee Johnson Managing Partner	13.42% $28.7M	286.9K shares	Q4 2021 Held for 3y 11m	$213.6M
Veracity Capital LLC RIA/Wealth	Kevin Scott Gray CEO	12.53% $38.9M	389.1K shares	Q4 2020 Held for 4y 11m	$310.5M
Salus Financial Advisors, LLC RIA/Wealth	James J Spinelli CEO	12.52% $20.3M	203.1K shares	Q4 2024 Held for 11 months	$162.1M
ASPIRIANT, LLC RIA/Wealth	Robert Joseph Francais CEO	11.01% $359.9M	3.6M shares	≤ Q2 2013 Held for 12y 5m+	$3.3B
FORTRESS FINANCIAL GROUP, LLC RIA/Wealth	Daniel Edward Langworthy Founder	10.74% $13.7M	137.0K shares	Q4 2024 Held for 11 months	$127.5M
PCA Investment Advisory Services Inc. RIA/Wealth	Thomas Edward Seitz Chairman	10.32% $27.9M	279.1K shares	Q1 2023 Held for 2y 8m	$270.3M
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	9.05% $336.9M	3.4M shares	Q2 2024 Held for 1y 5m	$3.7B
IRONWOOD WEALTH MANAGEMENT, INC. RIA/Wealth	John David Williams President	8.93% $19.5M	198.8K shares	Q1 2021 Held for 4y 8m	$218.2M
McGlone Suttner Wealth Management, Inc. RIA/Wealth	Thomas John Suttner President	8.75% $62.5M	625.1K shares	Q4 2022 Held for 2y 11m	$714.3M

Hedge Fund Spotlight

Discover hedge funds investing in IUSV

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in iShares Core S&P U.S. Value

Market Value: $3.8M
Shares Held: 38.3K
Portfolio Weight: 0.01%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%