iShares Core S&P US Value ETF
IUSV
551 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 46 closing their positions.
35% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 46
3% more capital invested
Capital invested by funds: $9.49B → $9.76B (+$272M)
1% more funds holding
Funds holding: 547 → 551 (+4)
0.52% less ownership
Funds ownership: 74.81% → 74.29% (-0.52%)
4% less funds holding in top 10
Funds holding in top 10: 47 → 45 (-2)
19% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$52.9M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$42.5M |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$30.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$27.7M |
| 5 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$41.4M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$40.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$37.6M |
| 4 |
Bank of New York Mellon
New York
|
-$37M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$30.6M |
IUSV Hedge Fund Activity: Q1 2023 in Review
551 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2023, worth a combined $9.76B — up 2.9% from $9.49B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IUSV positions and 46 closed out — a net gain of 16 holders — while 171 added to existing stakes and 210 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $52.9M. The largest seller was BlackRock, cutting an estimated $41.4M.
- 551 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2023, up from 547 in Q4 2022.
- Funds reported $9.76B of iShares Core S&P US Value ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
- 62 funds opened new iShares Core S&P US Value ETF positions in Q1 2023 and 46 closed out, a net change of +16 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2023 was Modera Wealth Management, an estimated $52.9M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2023 was BlackRock, an estimated $41.4M sold.
Based on aggregated 13F filings for Q1 2023.