iShares Core S&P US Value ETF
IUSV
418 hedge funds and large institutions have $7.64B invested in iShares Core S&P US Value ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 91 reducing their positions, and 26 closing their positions.
497% more capital inflows, than outflows
Capital inflows: $907M | Capital outflows: $152M
101% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 91
81% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 26
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
3% more funds holding
Funds holding: 404 → 418 (+14)
0.6% more ownership
Funds ownership: 72.89% → 73.49% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$238M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$87M |
| 4 |
LPL Financial
San Diego,
California
|
+$51.9M |
| 5 |
SignatureFD
Atlanta,
Georgia
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balentine LLC
Atlanta,
Georgia
|
-$63M |
| 2 |
Neuberger Berman Group
New York
|
-$15.4M |
| 3 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$8.82M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$7.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.37M |
IUSV Hedge Fund Activity: Q2 2021 in Review
418 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2021, worth a combined $7.64B — up 16% from $6.6B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IUSV positions and 26 closed out — a net gain of 21 holders — while 183 added to existing stakes and 91 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $238M. The largest seller was Balentine LLC, cutting an estimated $63M.
- 418 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2021, up from 404 in Q1 2021.
- Funds reported $7.64B of iShares Core S&P US Value ETF stock for Q2 2021, up 16% quarter-over-quarter.
- 47 funds opened new iShares Core S&P US Value ETF positions in Q2 2021 and 26 closed out, a net change of +21 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2021 was Franklin Resources, an estimated $238M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2021 was Balentine LLC, an estimated $63M sold.
Based on aggregated 13F filings for Q2 2021.