iShares Core S&P US Value ETF
IUSV
402 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 153 increasing their positions, 108 reducing their positions, and 34 closing their positions.
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
42% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 108
18% more capital invested
Capital invested by funds: $5.61B → $6.6B (+$995M)
7% more funds holding
Funds holding: 374 → 402 (+28)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
0.54% less ownership
Funds ownership: 73.55% → 73.01% (-0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
SignatureFD
Atlanta,
Georgia
|
+$53.6M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$47.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$38.4M |
| 4 |
Morgan Stanley
New York
|
+$35.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$20.7M |
| 2 |
BlackRock
New York
|
-$14.4M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$8.16M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$6.29M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.8M |
IUSV Hedge Fund Activity: Q1 2021 in Review
402 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2021, worth a combined $6.6B — up 18% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IUSV positions and 34 closed out — a net gain of 33 holders — while 153 added to existing stakes and 108 trimmed.
The largest buyer was SignatureFD, adding an estimated $53.6M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $20.7M sold.
- 402 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2021, up from 374 in Q4 2020.
- Funds reported $6.6B of iShares Core S&P US Value ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 67 funds opened new iShares Core S&P US Value ETF positions in Q1 2021 and 34 closed out, a net change of +33 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2021 was SignatureFD, an estimated $53.6M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2021 was Confluence Investment Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2021.