iShares Core S&P US Value ETF
IUSV
723 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 270 increasing their positions, 207 reducing their positions, and 44 closing their positions.
123% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 44
30% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 207
16% more funds holding in top 10
Funds holding in top 10: 45 → 52 (+7)
6% more capital invested
Capital invested by funds: $15.2B → $16B (+$849M)
6% more funds holding
Funds holding: 685 → 723 (+38)
0.89% more ownership
Funds ownership: 78.69% → 79.58% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$578M |
| 2 |
Morgan Stanley
New York
|
+$59.6M |
| 3 |
AOI
Auto-Owners Insurance
Lansing,
Michigan
|
+$47.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$45.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$54.2M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$48M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$32.8M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$25M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$19.3M |
IUSV Hedge Fund Activity: Q4 2024 in Review
723 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2024, worth a combined $16B — up 5.6% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IUSV positions and 44 closed out — a net gain of 54 holders — while 270 added to existing stakes and 207 trimmed.
The largest buyer was Bank of America, adding an estimated $578M. The largest seller was Merit Financial Group, cutting an estimated $54.2M.
- 723 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2024, up from 685 in Q3 2024.
- Funds reported $16B of iShares Core S&P US Value ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
- 98 funds opened new iShares Core S&P US Value ETF positions in Q4 2024 and 44 closed out, a net change of +54 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2024 was Bank of America, an estimated $578M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2024 was Merit Financial Group, an estimated $54.2M sold.
Based on aggregated 13F filings for Q4 2024.