iShares Edge MSCI USA ValueISVUFETF
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$9.49avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding iShares Edge MSCI USA Value (ISVUF) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Sierra Capital LLC ($5.8M) and Innealta Capital, LLC ($876K).
- Company
- iShares Edge MSCI USA Value
- CUSIP
- G4955M788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $876K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 92,233 shares bought and 36,335 shares sold, net +55,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Sierra Capital LLC | 0.78% | Reduce -5.6% | 615,447 | $5.8M |
| Innealta Capital, LLC | 0.29% | New | 92,233 | $876K |
"% of holder's portfolio" is ISVUF's weight in each manager's 13F, not the share of iShares Edge MSCI USA Value the manager owns.