iShares Core S&P US Value ETF
IUSV
344 hedge funds and large institutions have $5.01B invested in iShares Core S&P US Value ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 20 closing their positions.
410% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 20
88% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 65
29% more funds holding
Funds holding: 266 → 344 (+78)
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
15% more capital invested
Capital invested by funds: $4.36B → $5.01B (+$647M)
0.78% less ownership
Funds ownership: 71.97% → 71.19% (-0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$147M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$55.3M |
| 3 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
+$33.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$27M |
| 5 |
LPL Financial
San Diego,
California
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$71.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65.5M |
| 3 |
TFF
The Family Firm
Bethesda,
Maryland
|
-$43.2M |
| 4 |
Jane Street
New York
|
-$14.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$4.93M |
IUSV Hedge Fund Activity: Q4 2019 in Review
344 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2019, worth a combined $5.01B — up 15% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IUSV positions and 20 closed out — a net gain of 82 holders — while 122 added to existing stakes and 65 trimmed.
The largest buyer was Bank of America, adding an estimated $147M. The largest seller was PNC Financial Services Group, cutting an estimated $71.6M.
- 344 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2019, up from 266 in Q3 2019.
- Funds reported $5.01B of iShares Core S&P US Value ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 102 funds opened new iShares Core S&P US Value ETF positions in Q4 2019 and 20 closed out, a net change of +82 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2019 was Bank of America, an estimated $147M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2019 was PNC Financial Services Group, an estimated $71.6M sold.
Based on aggregated 13F filings for Q4 2019.