iShares Core S&P US Value ETF
IUSV
654 hedge funds and large institutions have $13.7B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 236 increasing their positions, 201 reducing their positions, and 45 closing their positions.
510% more capital inflows, than outflows
Capital inflows: $1.01B | Capital outflows: $166M
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
17% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 201
3% more funds holding
Funds holding: 637 → 654 (+17)
0.91% more ownership
Funds ownership: 77.75% → 78.66% (+0.91%)
7% less funds holding in top 10
Funds holding in top 10: 45 → 42 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$288M |
| 2 |
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$57.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$56.2M |
| 4 |
Morgan Stanley
New York
|
+$40.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$9.7M |
| 2 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$8.9M |
| 3 |
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$8.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.07M |
| 5 |
Financial Advocates Investment Management
Olympia,
Washington
|
-$6.14M |
IUSV Hedge Fund Activity: Q2 2024 in Review
654 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2024, worth a combined $13.7B — up 3.5% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new IUSV positions and 45 closed out — a net gain of 25 holders — while 236 added to existing stakes and 201 trimmed.
The largest buyer was Bank of America, adding an estimated $288M. The largest seller was Allianz Asset Management, cutting an estimated $9.7M.
- 654 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2024, up from 637 in Q1 2024.
- Funds reported $13.7B of iShares Core S&P US Value ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
- 70 funds opened new iShares Core S&P US Value ETF positions in Q2 2024 and 45 closed out, a net change of +25 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2024 was Bank of America, an estimated $288M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2024 was Allianz Asset Management, an estimated $9.7M sold.
Based on aggregated 13F filings for Q2 2024.