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 2022Renaissance Technologies LLCSell-23,0004,600$349
Q1 2022Sequoia Financial AdvisorsBuy2,71429,773$2,259
Q4 2021Renaissance Technologies LLCBuy21,00027,600$2,107
Q4 2021Sequoia Financial AdvisorsBuy3,28627,059$2,066
Q2 2021Sequoia Financial AdvisorsBuy3,27623,773$1,711
Q1 2021Sequoia Financial AdvisorsSell-84420,497$1,412
Q4 2020Sequoia Financial AdvisorsSell-51921,341$1,327
Q4 2020Renaissance Technologies LLCSell-4006,600$410
Q3 2020Sequoia Financial AdvisorsBuy21,86021,860$1,187
Q2 2020Sequoia Financial AdvisorsSell-19,6890$1,144
Q1 2020Sequoia Financial AdvisorsBuy4,71319,689$909
Q4 2019Renaissance Technologies LLCSell-6,6007,000$441
Q4 2019Sequoia Financial AdvisorsBuy1,61714,976$944
Q3 2019Renaissance Technologies LLCSell-4,00013,600$786
Q3 2019Sequoia Financial AdvisorsSell-2,12213,359$772
Q2 2019Renaissance Technologies LLCBuy9,70017,600$997
Q2 2019Sequoia Financial AdvisorsBuy4,76715,481$877
Q1 2019Sequoia Financial AdvisorsBuy4,01610,714$587
Q1 2019Renaissance Technologies LLCSell-3,9007,900$433
Q4 2018Sequoia Financial AdvisorsBuy6,6986,698$329
Q1 2018Renaissance Technologies LLCBuy2,00011,800$627
Q4 2017Renaissance Technologies LLCBuy9,8009,800$543
Q4 2015Third Avenue ManagementSell-14,1092,356$300
Q3 2015Third Avenue ManagementBuy16,46516,465$2,002

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.

Related IUSV Institutional Insights