iShares Core S&P US Value ETF
IUSV
63 hedge funds and large institutions have $92.2M invested in iShares Core S&P US Value ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
5% more funds holding
Funds holding: 60 → 63 (+3)
3% more capital invested
Capital invested by funds: $89.8M → $92.2M (+$2.43M)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.17M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$856K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$19M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.65M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$488K |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
-$311K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$261K |
IUSV Hedge Fund Activity: Q3 2013 in Review
63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2013, worth a combined $92.2M — up 2.7% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IUSV positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Aspiriant LLC, cutting an estimated $19M.
- 63 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2013, up from 60 in Q2 2013.
- Funds reported $92.2M of iShares Core S&P US Value ETF stock for Q3 2013, up 2.7% quarter-over-quarter.
- 6 funds opened new iShares Core S&P US Value ETF positions in Q3 2013 and 3 closed out, a net change of +3 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2013 was Morgan Stanley, an estimated $10.5M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2013 was Aspiriant LLC, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2013.