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iShares Core S&P US Value ETF

481 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 129

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

2% more capital invested

Capital invested by funds: $8.82B → $8.98B (+$162M)

0.25% more ownership

Funds ownership: 73.8%74.05% (+0.25%)

0% more funds holding

Funds holding: 481481 (0)

Holders
481
Holders Change
Holders Change %
0%
% of All Funds
7.59%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
190
Reduced
129
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
CFO4Life Group
Texas
$1.17M
CL
202
CPWM LLC
Washington
$1.16M +$1.15M +15,330 New
NL
203
NWAM LLC
Washington
$1.14M -$654K -8,724 -37%
Citadel Advisors
204
Citadel Advisors
Florida
$1.13M +$1.12M +14,951 New
CHJWM
205
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$33.5K +447 +3%
WPC
206
White Pine Capital
Minnesota
$1.1M +$195K +2,602 +22%
CPW
207
Catalyst Private Wealth
California
$1.09M +$596K +7,952 +123%
FNBOH
208
First National Bank of Hutchinson
Kansas
$1.09M +$117K +1,561 +12%
CB
209
Commerce Bank
Missouri
$1.07M -$117K -1,555 -10%
AAS
210
Ameritas Advisory Services
Nebraska
$1.07M +$387K +5,167 +58%
PA
211
Prism Advisors
California
$1M
BL
212
Balentine LLC
Georgia
$945K -$8.32K -111 -0.9%
BOM
213
Bank of Marin
California
$918K -$57.1K -762 -6%
BAM
214
Baldrige Asset Management
Pennsylvania
$904K -$350K -4,673 -28%
TC
215
Telemus Capital
Michigan
$901K +$79.8K +1,065 +10%
N
216
Natixis
France
$885K
CAG
217
Csenge Advisory Group
Florida
$883K -$43.4K -579 -5%
KPCM
218
Kings Point Capital Management
New York
$874K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$869K +$59.4K +793 +7%
ATC
220
Argent Trust Co
Tennessee
$867K
LNC
221
Lincoln National Corp
Pennsylvania
$857K +$135K +1,806 +19%
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$857K +$452K +6,036 +115%
FA
223
Flagstar Advisors
New York
$849K -$28.6K -382 -3%
RRA
224
Round Rock Advisors
Connecticut
$847K +$150 +2 +0%
WP
225
WealthSource Partners
California
$847K +$837K +11,170 New

IUSV Hedge Fund Activity: Q1 2022 in Review

481 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2022, worth a combined $8.98B — up 1.8% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IUSV positions and 41 closed out — a net gain of 7 holders — while 190 added to existing stakes and 129 trimmed.

The largest buyer was Sand Hill Global Advisors, adding an estimated $53.2M. The largest seller was Bank of America, cutting an estimated $88.8M.

  • 481 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $8.98B of iShares Core S&P US Value ETF stock for Q1 2022, up 1.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P US Value ETF positions in Q1 2022 and 41 closed out, a net change of +7 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q1 2022 was Sand Hill Global Advisors, an estimated $53.2M added.
  • The largest iShares Core S&P US Value ETF seller in Q1 2022 was Bank of America, an estimated $88.8M sold.

Based on aggregated 13F filings for Q1 2022.