iShares Core S&P US Value ETF
IUSV
576 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 198 reducing their positions, and 28 closing their positions.
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
8% more capital invested
Capital invested by funds: $9.76B → $10.6B (+$810M)
5% more funds holding
Funds holding: 551 → 576 (+25)
2% more funds holding in top 10
Funds holding in top 10: 45 → 46 (+1)
1.1% more ownership
Funds ownership: 74.29% → 75.39% (+1.1%)
13% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$108M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$31.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$24M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$21.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$111M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$13.5M |
| 3 |
BlackRock
New York
|
-$12.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$12.3M |
| 5 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$11.2M |
IUSV Hedge Fund Activity: Q2 2023 in Review
576 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2023, worth a combined $10.6B — up 8.3% from $9.76B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IUSV positions and 28 closed out — a net gain of 28 holders — while 173 added to existing stakes and 198 trimmed.
The largest buyer was Bank of America, adding an estimated $108M. The largest seller was Sand Hill Global Advisors, cutting an estimated $111M.
- 576 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2023, up from 551 in Q1 2023.
- Funds reported $10.6B of iShares Core S&P US Value ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
- 56 funds opened new iShares Core S&P US Value ETF positions in Q2 2023 and 28 closed out, a net change of +28 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2023 was Bank of America, an estimated $108M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2023 was Sand Hill Global Advisors, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2023.