iShares Core S&P US Value ETF
IUSV
481 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 177 increasing their positions, 114 reducing their positions, and 30 closing their positions.
213% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 30
55% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 114
17% more funds holding in top 10
Funds holding in top 10: 30 → 35 (+5)
16% more capital invested
Capital invested by funds: $7.59B → $8.82B (+$1.23B)
14% more funds holding
Funds holding: 422 → 481 (+59)
0.89% more ownership
Funds ownership: 72.91% → 73.8% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$343M |
| 2 |
BlackRock
New York
|
+$53.5M |
| 3 |
Morgan Stanley
New York
|
+$51M |
| 4 |
LPL Financial
San Diego,
California
|
+$30M |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$45.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$37.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.3M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$8.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
501
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$7K | -100 | Closed |
|
|
BC
502
Bartlett & Co
Cincinnati,
Ohio
| – | -$5K | -75 | Closed |
|
|
BCWM
503
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$5.32K | -75 | Closed |
|
|
WFA
504
West Financial Advisors
Des Moines,
Iowa
| – | -$3K | -40 | Closed |
|
|
CAGAS
505
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$3K | -36 | Closed |
|
|
LWM
506
Liberty Wealth Management
Oakland,
California
| – | -$2K | -34 | Closed |
|
|
GWMIA
507
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$2K | -32 | Closed |
|
|
ACK
508
Andrew C. Karlinski
| – | +$297 | +4 | New |
|
509
EARNEST Partners
Atlanta,
Georgia
| – | +$78.3K | +1,055 | New |
|
IUSV Hedge Fund Activity: Q4 2021 in Review
481 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2021, worth a combined $8.82B — up 16% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IUSV positions and 30 closed out — a net gain of 64 holders — while 177 added to existing stakes and 114 trimmed.
The largest buyer was Bank of America, adding an estimated $343M. The largest seller was Wells Fargo, cutting an estimated $45.6M.
- 481 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2021, up from 422 in Q3 2021.
- Funds reported $8.82B of iShares Core S&P US Value ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 94 funds opened new iShares Core S&P US Value ETF positions in Q4 2021 and 30 closed out, a net change of +64 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2021 was Bank of America, an estimated $343M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2021 was Wells Fargo, an estimated $45.6M sold.
Based on aggregated 13F filings for Q4 2021.