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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
CFG
176
CKW Financial Group
Hawaii
$2.18M +$200K +2,720 +10%
NWM
177
Northwest Wealth Management
Iowa
$2.16M +$23K +312 +1%
OC
178
Oppenheimer & Co
New York
$2.14M -$167K -2,265 -7%
TPW
179
TL Private Wealth
Texas
$2.12M -$589 -8 -0%
LSA
180
Lansing Street Advisors
Pennsylvania
$2.11M +$60.6K +823 +3%
WAOI
181
Wealth Advisors of Iowa
Iowa
$2.09M -$78.5K -1,066 -4%
IAN
182
Integrated Advisors Network
Texas
$2.09M +$191K +2,591 +10%
GWM
183
Geneos Wealth Management
Colorado
$2.05M -$25K -340 -1%
CPW
184
Catalyst Private Wealth
California
$2.01M -$40.4K -549 -2%
ES
185
Eagle Strategies
New York
$1.96M +$145K +1,970 +8%
SWP
186
Summit Wealth Partners
Florida
$1.94M -$44.6K -606 -2%
HWA
187
Hilltop Wealth Advisors
North Carolina
$1.89M +$429K +5,819 +29%
VA
188
Valmark Advisers
Ohio
$1.85M +$30.3K +412 +2%
Financial Engines Advisors
189
Financial Engines Advisors
California
$1.79M -$823K -11,178 -32%
RIA
190
Regal Investment Advisors
Michigan
$1.79M -$21.9K -297 -1%
APWM
191
Atlas Private Wealth Management
New York
$1.78M +$208K +2,823 +13%
TRCT
192
Tower Research Capital (TRC)
New York
$1.77M +$884K +12,004 +100%
SF
193
Summit Financial
New Jersey
$1.76M -$5.3K -72 -0.3%
EWM
194
Endurance Wealth Management
Rhode Island
$1.74M +$7.37K +100 +0.4%
PTC
195
Private Trust Company
Ohio
$1.73M -$184K -2,499 -10%
DFA
196
DHK Financial Advisors
New Hampshire
$1.7M +$1.7M +23,080 New
SFA
197
Sequoia Financial Advisors
Ohio
$1.68M -$136K -1,846 -8%
WWM
198
Western Wealth Management
Colorado
$1.65M +$28.7K +390 +2%
Citigroup
199
Citigroup
New York
$1.61M -$50K -679 -3%
MSAM
200
Moloney Securities Asset Management
Missouri
$1.56M +$9.94K +135 +0.6%
6 7
8
9 10

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.