iShares Core S&P US Value ETF
IUSV
626 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 176 reducing their positions, and 29 closing their positions.
3,163% more call options, than puts
Call options by funds: $261K | Put options by funds: $8K
234% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 29
26% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 176
25% more capital invested
Capital invested by funds: $9.98B → $12.4B (+$2.45B)
10% more funds holding
Funds holding: 569 → 626 (+57)
5.03% more ownership
Funds ownership: 75.05% → 80.08% (+5%)
2% more funds holding in top 10
Funds holding in top 10: 42 → 43 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$643M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$171M |
| 3 |
JP Morgan Chase
New York
|
+$92.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$48.3M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$25.7M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$23.4M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$14.6M |
| 4 |
BlackRock
New York
|
-$14M |
| 5 |
SF
Symphony Financial
Houston,
Texas
|
-$14M |
IUSV Hedge Fund Activity: Q4 2023 in Review
626 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2023, worth a combined $12.4B — up 25% from $9.98B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IUSV positions and 29 closed out — a net gain of 68 holders — while 221 added to existing stakes and 176 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $643M. The largest seller was Blue Trust Inc, cutting an estimated $25.7M.
- 626 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2023, up from 569 in Q3 2023.
- Funds reported $12.4B of iShares Core S&P US Value ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 97 funds opened new iShares Core S&P US Value ETF positions in Q4 2023 and 29 closed out, a net change of +68 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $643M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2023 was Blue Trust Inc, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2023.