iShares Core S&P US Value ETF
IUSV
423 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
13% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 131
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
1% more funds holding
Funds holding: 417 → 423 (+6)
0.52% less ownership
Funds ownership: 73.46% → 72.94% (-0.52%)
1% less capital invested
Capital invested by funds: $7.64B → $7.59B (-$43.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
| 2 |
S
SignatureFD
Atlanta,
Georgia
|
+$150M |
| 3 |
Morgan Stanley
New York
|
+$55.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$238M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$64.5M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$26.4M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.8M |
| 5 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$14.3M |
IUSV Hedge Fund Activity: Q3 2021 in Review
423 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2021, worth a combined $7.59B — down 0.57% from $7.64B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IUSV positions and 30 closed out — a net gain of 11 holders — while 148 added to existing stakes and 131 trimmed.
The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Franklin Resources, exiting entirely with an estimated $238M sold.
- 423 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2021, up from 417 in Q2 2021.
- Funds reported $7.59B of iShares Core S&P US Value ETF stock for Q3 2021, down 0.57% quarter-over-quarter.
- 41 funds opened new iShares Core S&P US Value ETF positions in Q3 2021 and 30 closed out, a net change of +11 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2021 was Bank of America, an estimated $188M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2021 was Franklin Resources, an estimated $238M sold.
Based on aggregated 13F filings for Q3 2021.