We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

651 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 201 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 45

17% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 201

3% more funds holding

Funds holding: 635651 (+16)

3% more capital invested

Capital invested by funds: $13.2B → $13.6B (+$440M)

0.77% more ownership

Funds ownership: 77.74%78.51% (+0.77%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

Holders
651
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
9.4%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.59%
New
69
Increased
235
Reduced
201
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
326
Hoxton Planning & Management
West Virginia
$603K +$35.3K +400 +6%
MGIA
327
Moneta Group Investment Advisors
Missouri
$597K -$881 -10 -0.1%
Citadel Advisors
328
Citadel Advisors
Florida
$592K +$592K +6,713 New
GIA
329
Gladstone Institutional Advisory
Florida
$591K +$3.61K +41 +0.6%
RW
330
Regimen Wealth
Georgia
$576K -$18.5K -210 -3%
JWCA
331
J.W. Cole Advisors
Florida
$571K -$113K -1,281 -17%
SWM
332
SeaCrest Wealth Management
New York
$569K +$180K +2,041 +46%
DADC
333
D.A. Davidson & Co
Montana
$568K -$46.7K -530 -8%
D
334
Dentgroup
Louisiana
$567K +$568K +6,439 New
LSPW
335
Lake Street Private Wealth
Illinois
$565K -$1.5K -17 -0.3%
RVPG
336
Relative Value Partners Group
$565K +$565K +6,412 New
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$564K +$31.4K +356 +6%
IC
338
IEQ Capital
California
$561K +$793 +9 +0.1%
QCM
339
Quantinno Capital Management
New York
$558K
PA
340
Parallel Advisors
California
$549K +$9.87K +112 +2%
PO
341
Private Ocean
California
$542K +$529 +6 +0.1%
ESB
342
Essex Savings Bank
Connecticut
$540K
GSEP
343
Golden State Equity Partners
California
$538K +$539K +6,110 New
VPIM
344
Vanguard Personalized Indexing Management
California
$532K +$48.1K +546 +10%
VFG
345
Victory Financial Group
Texas
$530K +$151K +1,708 +40%
PCIA
346
Prime Capital Investment Advisors
Kansas
$525K -$82.3K -934 -14%
RBC
347
Roble Belko & Company
Pennsylvania
$517K
SL
348
SWMG LLC
Texas
$517K +$3.7K +42 +0.7%
GWAG
349
Garrett Wealth Advisory Group
Texas
$516K +$516K +5,854 New
FA
350
Flagstar Advisors
New York
$510K -$705 -8 -0.1%

IUSV Hedge Fund Activity: Q2 2024 in Review

651 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2024, worth a combined $13.6B — up 3.3% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IUSV positions and 45 closed out — a net gain of 24 holders — while 235 added to existing stakes and 201 trimmed.

The largest buyer was Bank of America, adding an estimated $288M. The largest seller was Allianz Asset Management, cutting an estimated $9.66M.

  • 651 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2024, up from 635 in Q1 2024.
  • Funds reported $13.6B of iShares Core S&P US Value ETF stock for Q2 2024, up 3.3% quarter-over-quarter.
  • 69 funds opened new iShares Core S&P US Value ETF positions in Q2 2024 and 45 closed out, a net change of +24 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q2 2024 was Bank of America, an estimated $288M added.
  • The largest iShares Core S&P US Value ETF seller in Q2 2024 was Allianz Asset Management, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2024.