iShares Edge MSCI USA ValueISVUFETF
13F holders, Q2 2025 (June 30)3holders +1
1new positions
0sold out
$10.63avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding iShares Edge MSCI USA Value (ISVUF) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Sierra Capital LLC ($3.1M), Innealta Capital, LLC ($179K) and GFG Capital, LLC ($140K).
- Company
- iShares Edge MSCI USA Value
- CUSIP
- G4955M788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $140K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 13,162 shares bought and 67,224 shares sold, net −54,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Sierra Capital LLC | 0.36% | Reduce -18.0% | 294,380 | $3.1M |
| Innealta Capital, LLC | 0.09% | Reduce -13.5% | 16,861 | $179K |
| GFG Capital, LLC | 0.04% | New | 13,162 | $140K |
"% 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.