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iShares Core S&P US Value ETF
IUSV

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: 635 → 651 (+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: 45 → 41 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$288M
2
CNBT
Canandaigua National Bank & Trust
New York
+$57.1M
3
LPL Financial
LPL Financial
California
+$56.2M
4
Morgan Stanley
Morgan Stanley
New York
+$40.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$38.1M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$9.66M
2
EWA
ERTS Wealth Advisors
Michigan
-$8.9M
3
SWM
Scissortail Wealth Management
Oklahoma
-$8.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.07M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
451
Naples Global Advisors
Florida
$293K -$7.93K -90 -3%
PP
452
Patten & Patten
Tennessee
$293K – – –
APW
453
Austin Private Wealth
Texas
$290K – – –
BCA
454
Bay Colony Advisors
Massachusetts
$286K -$43.5K -494 -13%
RRA
455
Round Rock Advisors
Connecticut
$283K -$609K -6,913 -68%
NAS
456
Nicolet Advisory Services
Wisconsin
$281K – – –
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$279K +$1.76K +20 +0.6%
HWM
458
HB Wealth Management
Georgia
$275K – – –
WS
459
Wedbush Securities
California
$274K +$71.1K +807 +35%
ADL
460
Asset Dedication LLC
California
$267K +$88 +1 +0%
FTDI
461
First Trust Direct Indexing
Massachusetts
$265K -$11.4K -129 -4%
CIA
462
Compass Ion Advisors
Pennsylvania
$265K – – –
BSSFA
463
Baron Silver Stevens Financial Advisors
Florida
$264K +$57.5K +652 +28%
SRCM
464
Signature Resources Capital Management
California
$263K -$5.2K -59 -2%
VP
465
Verum Partners
North Carolina
$260K – – –
DWP
466
Daymark Wealth Partners
Ohio
$256K +$2.82K +32 +1%
CWP
467
Curated Wealth Partners
California
$256K +$256K +2,900 New
BMMM
468
Boston Mountain Money Management
Arkansas
$255K – – –
BO
469
Bank OZK
Arkansas
$254K – – –
WANY
470
Wealthspire Advisors (New York)
New York
$254K +$53.5K +607 +27%
Empower Advisory Group
471
Empower Advisory Group
Colorado
$252K +$252K +2,854 New
NCFG
472
New Century Financial Group
New Jersey
$251K +$251K +2,847 New
TC
473
TAP Consulting
Missouri
$251K +$1.15K +13 +0.5%
HWMA
474
Heritage Wealth Management (Arizona)
Arizona
$250K – – –
HFO
475
Heritage Family Offices
Arizona
$250K +$250K +2,832 New
17 18
19
20 21

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.