We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF
IUSV

60 hedge funds and large institutions have $89.8M invested in iShares Core S&P US Value ETF in 2013 Q2 according to their latest regulatory filings, with 60 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+60
Holders Change %
–
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$508K +$506K +13,932 New
CL
27
CPWM LLC
Washington
$481K +$479K +13,182 New
Citigroup
28
Citigroup
New York
$404K +$403K +11,085 New
DDPIC
29
Deroy & Devereaux Private Investment Counsel
Michigan
$393K +$392K +10,785 New
AIG
30
American International Group
New York
$386K +$384K +10,581 New
FHB
31
First Hawaiian Bank
Hawaii
$381K +$380K +10,464 New
IT
32
Independence Trust
Tennessee
$379K +$377K +10,389 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$375K +$373K +10,281 New
NSCM
34
New South Capital Management
Tennessee
$361K +$360K +9,900 New
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$353K +$352K +9,690 New
Truist Financial
36
Truist Financial
North Carolina
$351K +$350K +9,630 New
SSB
37
Sandy Spring Bank
Maryland
$346K +$345K +9,495 New
CAN
38
Cetera Advisor Networks
California
$317K +$318K +8,751 New
PI
39
Placemark Investments
Illinois
$311K +$310K +8,532 New
GC
40
Gibson Capital
Pennsylvania
$269K +$268K +7,377 New
Invesco
41
Invesco
Georgia
$263K +$261K +7,200 New
SCM
42
Snow Capital Management
Pennsylvania
$246K +$245K +6,750 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$180K +$179K +4,941 New
ST
44
Smithfield Trust
Pennsylvania
$166K +$166K +4,560 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$119K +$118K +3,258 New
AFC
46
AFT Forsyth & Company
Florida
$66K +$65.4K +1,800 New
MFS
47
MSI Financial Services
Massachusetts
$55K +$54.4K +1,497 New
FNBT
48
FineMark National Bank & Trust
Florida
$51K +$51.1K +1,407 New
FFC
49
First Financial Corp
Indiana
$48K +$47.4K +1,305 New
RFA
50
Reilly Financial Advisors
California
$43K +$42.7K +1,176 New
1
2
3

IUSV Hedge Fund Activity: Q2 2013 in Review

60 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2013, worth a combined $89.8M.

Buyers outnumbered sellers: 60 funds opened new IUSV positions and 0 closed out — a net gain of 60 holders — while 0 added to existing stakes and 0 trimmed.

  • 60 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $89.8M of iShares Core S&P US Value ETF stock for Q2 2013.
  • 60 funds opened new iShares Core S&P US Value ETF positions in Q2 2013 and 0 closed out, a net change of +60 holders.

Based on aggregated 13F filings for Q2 2013.