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iShares Core S&P US Value ETF

487 hedge funds and large institutions have $8.28B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 170 increasing their positions, 153 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital inflows, than outflows

Capital inflows: $966M | Capital outflows: $581M

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

11% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 153

3% more funds holding in top 10

Funds holding in top 10: 36 → 37 (+1)

1.16% more ownership

Funds ownership: 74.09% → 75.25% (+1.2%)

1% more funds holding

Funds holding: 484 → 487 (+3)

Holders
487
Holders Change
+3
Holders Change %
+0.62%
% of All Funds
8.17%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.62%
New
49
Increased
170
Reduced
153
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

IUSV Hedge Fund Activity: Q2 2022 in Review

487 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2022, worth a combined $8.28B — down 7.8% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IUSV positions and 37 closed out — a net gain of 12 holders — while 170 added to existing stakes and 153 trimmed.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $395M.

  • 487 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2022, up from 484 in Q1 2022.
  • Funds reported $8.28B of iShares Core S&P US Value ETF stock for Q2 2022, down 7.8% quarter-over-quarter.
  • 49 funds opened new iShares Core S&P US Value ETF positions in Q2 2022 and 37 closed out, a net change of +12 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q2 2022 was BlackRock, an estimated $279M added.
  • The largest iShares Core S&P US Value ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $395M sold.

Based on aggregated 13F filings for Q2 2022.