We are live on ! Find out more
IUSV icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
626
Holders Change
+57
Holders Change %
+10.02%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
221
Reduced
176
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$643M
2
Bank of America
Bank of America
North Carolina
+$171M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.5M
4
LPL Financial
LPL Financial
California
+$48.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
-$25.7M
2
BPA
Beacon Pointe Advisors
California
-$23.4M
3
VWM
Venturi Wealth Management
Texas
-$14.6M
4
BlackRock
BlackRock
New York
-$14M
5
SF
Symphony Financial
Texas
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
401
Clifford Group
Massachusetts
$363K +$25.7K +330 +8%
VP
402
Verum Partners
North Carolina
$362K – – –
B
403
Bellecapital
Switzerland
$362K – – –
CKAIS
404
Christensen King & Associates Investment Services
Washington
$358K +$331K +4,244 New
JWCA
405
J.W. Cole Advisors
Florida
$357K +$36.3K +466 +12%
BFWA
406
Benchmark Financial Wealth Advisors
Florida
$351K +$3.35K +43 +1%
CAG
407
Csenge Advisory Group
Florida
$349K -$10.4K -133 -3%
TIAA Trust, National Association
408
TIAA Trust, National Association
North Carolina
$346K -$106K -1,362 -25%
AP
409
Appleton Partners
Massachusetts
$343K +$48.7K +625 +18%
FCG
410
Fielder Capital Group
Tennessee
$342K +$316K +4,054 New
TSS
411
Two Sigma Securities
New York
$340K +$99.8K +1,281 +46%
MWM
412
Mission Wealth Management
California
$337K +$1.01K +13 +0.3%
BFC
413
Bedel Financial Consulting
Indiana
$337K – – –
PFG
414
Peterson Financial Group
Iowa
$336K +$310K +3,987 New
TWC
415
TD Waterhouse Canada
Ontario, Canada
$332K +$30.6K +393 +11%
WA
416
Wealthstream Advisors
New York
$332K – – –
SSWM
417
Sheets Smith Wealth Management
North Carolina
$332K +$1.01K +13 +0.3%
MIA
418
MMBG Investment Advisors
Florida
$331K – – –
OAM
419
Oppenheimer Asset Management
New York
$329K +$304K +3,898 New
SI
420
Stephens Inc
Arkansas
$325K +$300K +3,854 New
UWPG
421
Ullmann Wealth Partners Group
Florida
$321K +$935 +12 +0.3%
SC
422
Scotia Capital
Ontario, Canada
$319K – – –
AQR Capital Management
423
AQR Capital Management
Connecticut
$316K – – –
MIAS
424
Mason Investment Advisory Services
Virginia
$314K – – –
CIC
425
Carnegie Investment Counsel
Ohio
$313K -$72.7K -933 -20%
15 16
17
18 19

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.