iShares Core S&P US Value ETF
IUSV
485 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, 152 reducing their positions, and 37 closing their positions.
32% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 37
12% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 152
3% more funds holding in top 10
Funds holding in top 10: 36 → 37 (+1)
1.16% more ownership
Funds ownership: 74.07% → 75.23% (+1.2%)
1% more funds holding
Funds holding: 482 → 485 (+3)
8% less capital invested
Capital invested by funds: $8.98B → $8.28B (-$699M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$279M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$25.5M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$18.2M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$13.9M |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$395M |
| 2 |
SG
StoneX Group
New York
|
-$46.2M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$23.1M |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$10.6M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.9M |
IUSV Hedge Fund Activity: Q2 2022 in Review
485 of the 5,959 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 152 trimmed.
The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $395M.
- 485 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2022, up from 482 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.