ISHARES CORE S&P U.S. VALUE (IUSV) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P U.S. VALUE (IUSV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Matrix Private Capital Group, Sequoia Financial Advisors, and Third Avenue Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-19,10028,600$2,924,350
Q1 2026Matrix Private Capital GroupSell-1,1937$716
Q1 2026Sequoia Financial AdvisorsBuy360695,650$71,130,183
Q4 2025Sequoia Financial AdvisorsBuy687,207695,290$71,295,061
Q4 2025Renaissance Technologies LLCBuy9,40047,700$4,891,158
Q3 2025Renaissance Technologies LLCBuy7,30038,300$3,828,085
Q3 2025Sequoia Financial AdvisorsBuy9228,083$807,893
Q2 2025Renaissance Technologies LLCBuy20,00031,000$2,933,530
Q2 2025Sequoia Financial AdvisorsSell-6,7037,161$677,608
Q1 2025Sequoia Financial AdvisorsSell-9713,864$1,279,530
Q4 2024Renaissance Technologies LLCSell-16,50011,000$1,018,490
Q4 2024Sequoia Financial AdvisorsSell-6213,961$1,292,621
Q3 2024Renaissance Technologies LLCBuy15,00027,500$2,625,975
Q3 2024Sequoia Financial AdvisorsBuy8914,023$1,339,055
Q2 2024Sequoia Financial AdvisorsSell-64413,934$1,227,998
Q1 2024Renaissance Technologies LLCSell-48,60012,500$1,131
Q1 2024Sequoia Financial AdvisorsSell-91814,578$1,318,442
Q4 2023Renaissance Technologies LLCBuy35,40061,100$5,153
Q4 2023Sequoia Financial AdvisorsSell-2,65715,496$1,306,766
Q3 2023Renaissance Technologies LLCSell-1,50025,700$1,918
Q3 2023Sequoia Financial AdvisorsSell-76818,153$1,354,545
Q2 2023Sequoia Financial AdvisorsSell-3,79418,921$1,480,756
Q2 2023Renaissance Technologies LLCBuy2,60027,200$2,129
Q1 2023Sequoia Financial AdvisorsSell-1,84622,715$1,675,887
Q1 2023Matrix Private Capital GroupBuy1,2001,200$88,536
Q4 2022Renaissance Technologies LLCBuy10,10024,600$1,737
Q4 2022Sequoia Financial AdvisorsSell-1,71324,561$1,734,767
Q3 2022Renaissance Technologies LLCBuy9,90014,500$908
Q3 2022Sequoia Financial AdvisorsSell-66026,274$1,645
Q2 2022Sequoia Financial AdvisorsSell-2,83926,934$1,801

Frequently asked questions about IUSV activity

  • Which institutional owners are buying IUSV?

    Institutional owners buying IUSV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IUSV activity?

    "Buy" means an investor increased their reported position in IUSV compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P U.S. VALUE (IUSV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IUSV increasing?

    Institutional interest in IUSV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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