iShares Core S&P US Value ETF
IUSV
635 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 235 increasing their positions, 203 reducing their positions, and 50 closing their positions.
36% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 50
19% more call options, than puts
Call options by funds: $642K | Put options by funds: $538K
16% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 203
6% more capital invested
Capital invested by funds: $12.4B → $13.2B (+$753M)
5% more funds holding in top 10
Funds holding in top 10: 43 → 45 (+2)
1% more funds holding
Funds holding: 626 → 635 (+9)
2.34% less ownership
Funds ownership: 80.08% → 77.74% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$201M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$171M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$153M |
| 4 |
BlackRock
New York
|
+$100M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$679M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$56.3M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$31.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26.1M |
| 5 |
Goldman Sachs
New York
|
-$22.2M |
IUSV Hedge Fund Activity: Q1 2024 in Review
635 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2024, worth a combined $13.2B — up 6.1% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IUSV positions and 50 closed out — a net gain of 18 holders — while 235 added to existing stakes and 203 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $201M. The largest seller was Morgan Stanley, cutting an estimated $679M.
- 635 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2024, up from 626 in Q4 2023.
- Funds reported $13.2B of iShares Core S&P US Value ETF stock for Q1 2024, up 6.1% quarter-over-quarter.
- 68 funds opened new iShares Core S&P US Value ETF positions in Q1 2024 and 50 closed out, a net change of +18 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2024 was Merit Financial Group, an estimated $201M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $679M sold.
Based on aggregated 13F filings for Q1 2024.