Who Owns IUSV?
iShares Core S&P U.S. Value ETF — Institutional Ownership & 13F Holdings
$106.72
-0.25 (-0.23%)
Market Cap
$24.4B
Shares Outstanding
236,550,732
Institutional Holders
715
Total Inst. Value
$13.6B
% of Float Held
—
QoQ Holder Change
+325
Institutional data as of Q1 2025
New Positions
205
Closed Positions
53
Increased
230
Decreased
163
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $6.7B | 72,208,229 |
| 2 | MORGAN STANLEY | $847.2M | 9,179,982 |
| 3 | Blue Trust, Inc. | $441.3M | 4,781,288 |
| 4 | JONES FINANCIAL COMPANIES LLLP | $428.0M | 4,612,055 |
| 5 | SIGNATUREFD, LLC | $411.7M | 4,460,480 |
| 6 | ASPIRIANT, LLC | $325.5M | 3,527,185 |
| 7 | Kestra Investment Management, LLC | $255.4M | 2,767,235 |
| 8 | JPMORGAN CHASE & CO | $187.3M | 2,029,899 |
| 9 | CHURCHILL MANAGEMENT CorpNew | $173.3M | 1,877,261 |
| 10 | BlackRock, Inc. | $151.3M | 1,639,748 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +608K | $6.7B |
| Blue Trust, Inc. | +32K | $441.3M |
| JONES FINANCIAL COMPANIES LLLP | +305K | $428.0M |
| SIGNATUREFD, LLC | +173K | $411.7M |
| ASPIRIANT, LLC | +261K | $325.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Auto-Owners Insurance Co | -840K | $48.0M |
| Americana Partners, LLC | -273K | $424K |
| Bank Julius Baer & Co. Ltd, Zurich | -178K | $113.1M |
| TRUIST FINANCIAL CORP | -137K | $11.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -123K | $32.3M |
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Frequently Asked Questions
How many institutional investors hold IUSV?
As of Q1 2025, 715 institutional investors report holding IUSV (iShares Core S&P U.S. Value ETF) in their 13F filings.
Which hedge fund owns the most IUSV?
The largest institutional holder of IUSV is BANK OF AMERICA CORP /DE/ with $6.7B in shares.
Are institutions buying or selling IUSV?
This quarter, 205 institutions opened new positions in IUSV and 53 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.