iShares Edge MSCI USA ValueISVUFETF
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$9.82avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding iShares Edge MSCI USA Value (ISVUF) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Sierra Capital LLC ($5.1M) and Innealta Capital, LLC ($233K).
- Company
- iShares Edge MSCI USA Value
- CUSIP
- G4955M788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 93,155 shares sold, net −93,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Sierra Capital LLC | 0.60% | Reduce -5.5% | 516,000 | $5.1M |
| Innealta Capital, LLC | 0.11% | Reduce -72.7% | 23,743 | $233K |
"% 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.