iShares Core S&P US Value ETF
IUSV
547 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 197 increasing their positions, 145 reducing their positions, and 23 closing their positions.
357% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 23
38% more funds holding in top 10
Funds holding in top 10: 34 → 47 (+13)
36% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 145
21% more capital invested
Capital invested by funds: $7.86B → $9.49B (+$1.63B)
14% more funds holding
Funds holding: 478 → 547 (+69)
1.67% more ownership
Funds ownership: 73.14% → 74.81% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$83.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$82.8M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$49.2M |
| 4 |
Bank of New York Mellon
New York
|
+$36.2M |
| 5 |
BlackRock
New York
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$33.8M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.61M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.03M |
| 5 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$4.81M |
IUSV Hedge Fund Activity: Q4 2022 in Review
547 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2022, worth a combined $9.49B — up 21% from $7.86B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IUSV positions and 23 closed out — a net gain of 82 holders — while 197 added to existing stakes and 145 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $83.4M. The largest seller was Natixis Advisors, cutting an estimated $33.8M.
- 547 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2022, up from 478 in Q3 2022.
- Funds reported $9.49B of iShares Core S&P US Value ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 105 funds opened new iShares Core S&P US Value ETF positions in Q4 2022 and 23 closed out, a net change of +82 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2022 was Venturi Wealth Management, an estimated $83.4M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2022 was Natixis Advisors, an estimated $33.8M sold.
Based on aggregated 13F filings for Q4 2022.