iShares Core S&P US Value ETF
IUSV
481 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 129 reducing their positions, and 41 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 129
17% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 41
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
2% more capital invested
Capital invested by funds: $8.82B → $8.98B (+$162M)
0.25% more ownership
Funds ownership: 73.8% → 74.05% (+0.25%)
0% more funds holding
Funds holding: 481 → 481 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$53.2M |
| 2 |
SG
StoneX Group
New York
|
+$45.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$43.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$38M |
| 5 |
Morgan Stanley
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$88.8M |
| 2 |
BlackRock
New York
|
-$60.3M |
| 3 |
SRA
Summit Rock Advisors
New York
|
-$56.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.4M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$13.3M |
IUSV Hedge Fund Activity: Q1 2022 in Review
481 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2022, worth a combined $8.98B — up 1.8% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IUSV positions and 41 closed out — a net gain of 7 holders — while 190 added to existing stakes and 129 trimmed.
The largest buyer was Sand Hill Global Advisors, adding an estimated $53.2M. The largest seller was Bank of America, cutting an estimated $88.8M.
- 481 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $8.98B of iShares Core S&P US Value ETF stock for Q1 2022, up 1.8% quarter-over-quarter.
- 48 funds opened new iShares Core S&P US Value ETF positions in Q1 2022 and 41 closed out, a net change of +7 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2022 was Sand Hill Global Advisors, an estimated $53.2M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2022 was Bank of America, an estimated $88.8M sold.
Based on aggregated 13F filings for Q1 2022.