iShares Core S&P US Value ETF
IUSV
685 hedge funds and large institutions have $15.2B invested in iShares Core S&P US Value ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 209 reducing their positions, and 35 closing their positions.
117% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 35
40% more call options, than puts
Call options by funds: $267K | Put options by funds: $191K
17% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 209
11% more capital invested
Capital invested by funds: $13.7B → $15.2B (+$1.52B)
7% more funds holding in top 10
Funds holding in top 10: 42 → 45 (+3)
5% more funds holding
Funds holding: 652 → 685 (+33)
0.08% less ownership
Funds ownership: 78.64% → 78.55% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$211M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$76M |
| 3 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$74.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$38.4M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$30.5M |
| 3 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$25.3M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$23.3M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$22.9M |
IUSV Hedge Fund Activity: Q3 2024 in Review
685 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2024, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IUSV positions and 35 closed out — a net gain of 41 holders — while 244 added to existing stakes and 209 trimmed.
The largest buyer was Bank of America, adding an estimated $211M. The largest seller was Goldman Sachs, cutting an estimated $33.9M.
- 685 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2024, up from 652 in Q2 2024.
- Funds reported $15.2B of iShares Core S&P US Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 76 funds opened new iShares Core S&P US Value ETF positions in Q3 2024 and 35 closed out, a net change of +41 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2024 was Bank of America, an estimated $211M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2024 was Goldman Sachs, an estimated $33.9M sold.
Based on aggregated 13F filings for Q3 2024.