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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
WBC
601
West Branch Capital
Massachusetts
$16.3K +$16.3K +185 New
VCM
602
Viewpoint Capital Management
Washington
$15.9K – – –
SN
603
Sittner & Nelson
Oregon
$13.9K – – –
TSMHT
604
Thurston Springer Miller Herd & Titak
Indiana
$13K +$13K +148 New
CAL
605
Capital Advisors Ltd
Ohio
$13K – – –
OW
606
Olistico Wealth
Oklahoma
$12.9K +$12.9K +146 New
MTIC
607
Missouri Trust & Investment Company
Missouri
$12.3K – – –
AIC
608
Archer Investment Corporation
Indiana
$11.5K +$5.46K +62 +90%
FPF
609
First Pacific Financial
Washington
$10.8K +$10.8K +122 New
ATS
610
Ashton Thomas Securities
New York
$10.5K +$10.5K +119 New
PCA
611
Providence Capital Advisors
North Carolina
$10.3K – – –
GWSA
612
Global Wealth Strategies & Associates
Colorado
$9.61K – – –
GFPC
613
Global Financial Private Client
Florida
$9.34K – – –
SL
614
Salomon & Ludwin
Virginia
$8.99K – – –
IBOK
615
Independence Bank of Kentucky
Kentucky
$8.81K – – –
BNP Paribas Financial Markets
616
BNP Paribas Financial Markets
France
$8.81K +$5.82K +66 +194%
MJRIC
617
Mogy Joel R Investment Counsel
California
$8.72K – – –
AWM
618
AllSquare Wealth Management
New York
$8.28K +$8.29K +94 New
HPC
619
HM Payson & Co
Maine
$8.2K +$8.2K +93 New
MIA
620
Milestone Investment Advisors
Wisconsin
$8.11K +$8.11K +92 New
SWM
621
Sugarloaf Wealth Management
Georgia
$7.75K – – –
GEA
622
Glen Eagle Advisors
New Jersey
$7.05K +$3.53K +40 +100%
FPFS
623
First Personal Financial Services
North Carolina
$6.96K – – –
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.88K – – –
SC
625
SouthState Corp
Florida
$6.79K – – –
23 24
25
26 27

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.