ISHARES CORE S&P U.S. VALUE (IUSV) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P U.S. VALUE (IUSV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Jones Financial Companies Lllp, Wells Fargo & Company/Mn, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+538538$59.26KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-43-4.6%895$98.58KQ2 2026Sep 15, 2026
Palogic Value Management, L.P.Buy+3,7393,739$411.85KQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-1,042-1.0%105,349$11.60MQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+21,330+14.3%170,990$18.83MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+179,126+21.9%997,535$109.88MQ2 2026Aug 27, 2026
Shepherd Wealth Management Ltd Liability CoBuy+4,1874,187$1.17MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+2,181+5.9%39,329$4.33MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+170,212+214.8%249,449$27.48MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,138+35.4%12,006$1.32MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7,232+19.5%44,361$4.89MQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-282-1.4%19,221$2.22MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-66,975-20.2%264,252$29.11MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+26,246+16.7%183,058$20.17MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-3,823-5.4%67,360$7.42MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+1,487+11.9%14,000$1.54MQ2 2026Aug 17, 2026
Bank OzkSell-108-3.9%2,687$295.97KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+28+0.3%10,713$1.18MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+2121$2.31KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+3,767,783+4.5%87,142,505$9.60BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+460,850460,850$50.71MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+451,015+5.9%8,102,785$889.94MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-332,641-28.1%851,253$93.77MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+208,330+527.1%247,856$27.30MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+157,498+65.4%398,466$43.89MQ2 2026Aug 14, 2026
Brandes Investment Partners, LpBuy+153,901153,901$16.95MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+148,941+33.6%591,891$68.26MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+123,613+27.5%573,084$63.13MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+115,196+148.4%192,811$21.24MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+106,683+10.4%1,131,519$124.64MQ2 2026Aug 14, 2026
Showing 30 of 658

Frequently asked questions about IUSV activity

  • Which institutional owners are buying IUSV?

    Institutional owners buying IUSV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IUSV activity?

    "Buy" means an investor increased their reported position in IUSV compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P U.S. VALUE (IUSV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IUSV increasing?

    Institutional interest in IUSV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.