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iShares Core S&P US Value ETF
IUSV

551 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 46

3% more capital invested

Capital invested by funds: $9.49B → $9.76B (+$272M)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.52% less ownership

Funds ownership: 74.81% → 74.29% (-0.52%)

4% less funds holding in top 10

Funds holding in top 10: 47 → 45 (-2)

19% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 210

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
8.78%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
62
Increased
171
Reduced
210
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$52.9M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$42.5M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.7M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
76
SkyOak Wealth
Michigan
$11.8M -$250K -3,398 -2%
SCP
77
Stevens Capital Partners
Nebraska
$11.4M +$1.57M +21,361 +16%
BIM
78
Bullseye Investment Management
Ohio
$11.2M +$11.2M +151,802 New
WWM
79
WJ Wealth Management
Arizona
$11.2M -$3.3M -44,855 -23%
TIM
80
Tortoise Investment Management
New York
$11.2M +$229K +3,106 +2%
NFG
81
Nadler Financial Group
Illinois
$11M +$11M +149,099 New
PBF
82
Petix & Botte Financial
California
$10.8M +$10.8M +146,825 New
LFS
83
Lutz Financial Services
Nebraska
$10.6M -$248K -3,374 -2%
CF
84
Centaurus Financial
California
$10.5M -$351K -4,761 -3%
EFH
85
Eaton Financial Holdings
Florida
$10.4M -$129K -1,748 -1%
IWC
86
Integrated Wealth Concepts
Massachusetts
$10.3M +$1.41M +19,176 +16%
TA
87
Townsend & Associates
Colorado
$10.3M +$1.36M +18,493 +16%
RWPA
88
Richard W. Paul & Associates
Michigan
$9.92M +$486K +6,596 +5%
VIA
89
Vident Investment Advisory
Georgia
$9.92M +$6.08M +82,562 +159%
MWA
90
MFA Wealth Advisors
Pennsylvania
$9.62M +$9.61M +130,432 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$9.56M -$37K -503 -0.4%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$9.54M +$102K +1,385 +1%
SC
93
Savant Capital
Illinois
$9.53M +$520K +7,055 +6%
EWA
94
ERTS Wealth Advisors
Michigan
$9.47M -$4.27M -57,950 -31%
PGWM
95
Parisi Gray Wealth Management
New Jersey
$9.45M +$4.58M +62,131 +94%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$9.45M +$381K +5,177 +4%
SPC
97
Sigma Planning Corp
Michigan
$9.16M -$556K -7,550 -6%
KPWS
98
Kestra Private Wealth Services
Texas
$9.12M +$3.03M +41,127 +50%
PIAS
99
PCA Investment Advisory Services
Ohio
$9M +$8.99M +122,011 New
AAS
100
Ameritas Advisory Services
Nebraska
$8.67M -$2.02M -27,454 -19%
2 3
4
5 6

IUSV Hedge Fund Activity: Q1 2023 in Review

551 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2023, worth a combined $9.76B — up 2.9% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IUSV positions and 46 closed out — a net gain of 16 holders — while 171 added to existing stakes and 210 trimmed.

The largest buyer was Modera Wealth Management, adding an estimated $52.9M. The largest seller was BlackRock, cutting an estimated $41.4M.

  • 551 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2023, up from 547 in Q4 2022.
  • Funds reported $9.76B of iShares Core S&P US Value ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 62 funds opened new iShares Core S&P US Value ETF positions in Q1 2023 and 46 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q1 2023 was Modera Wealth Management, an estimated $52.9M added.
  • The largest iShares Core S&P US Value ETF seller in Q1 2023 was BlackRock, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2023.