iShares Edge MSCI USA ValueISVUFETF
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$9.89avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding iShares Edge MSCI USA Value (ISVUF) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Sierra Capital LLC ($3.6M) and Innealta Capital, LLC ($193K).
- Company
- iShares Edge MSCI USA Value
- CUSIP
- G4955M788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 161,278 shares sold, net −161,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Sierra Capital LLC | 0.43% | Reduce -30.4% | 358,982 | $3.6M |
| Innealta Capital, LLC | 0.11% | Reduce -17.9% | 19,483 | $193K |
"% 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.