iShares Core S&P US Value ETF
IUSV
807 hedge funds and large institutions have $22.3B invested in iShares Core S&P US Value ETF in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 228 reducing their positions, and 43 closing their positions.
77% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 43
35% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 228
11% more capital invested
Capital invested by funds: $20.1B → $22.3B (+$2.23B)
2% more funds holding
Funds holding: 788 → 807 (+19)
1% more ownership
Funds ownership: 83.54% → 84.53% (+1%)
17% less funds holding in top 10
Funds holding in top 10: 52 → 43 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$408M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$61.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$48.8M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$48.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$80.9M |
| 2 |
AOI
Auto-Owners Insurance
Lansing,
Michigan
|
-$53M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36M |
| 4 |
JP Morgan Chase
New York
|
-$17.5M |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$15.5M |
IUSV Hedge Fund Activity: Q2 2026 in Review
807 institutional investors reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2026, worth a combined $22.3B — up 11% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IUSV positions and 43 closed out — a net gain of 33 holders — while 307 added to existing stakes and 228 trimmed.
The largest buyer was Bank of America, adding an estimated $408M. The largest seller was Venturi Wealth Management, cutting an estimated $80.9M.
- 807 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2026, up from 788 in Q1 2026.
- Funds reported $22.3B of iShares Core S&P US Value ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 76 funds opened new iShares Core S&P US Value ETF positions in Q2 2026 and 43 closed out, a net change of +33 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2026 was Bank of America, an estimated $408M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2026 was Venturi Wealth Management, an estimated $80.9M sold.
Based on aggregated 13F filings for Q2 2026.