iShares Core S&P US Value ETF
IUSV
126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
62% more capital invested
Capital invested by funds: $460M → $747M (+$287M)
8.23% more ownership
Funds ownership: 34.56% → 42.79% (+8.2%)
7% more funds holding
Funds holding: 118 → 126 (+8)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$162M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$81.1M |
| 3 |
Jane Street
New York
|
+$8.93M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.38M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$10M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$7.99M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$4.29M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.98M |
| 5 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
-$2.49M |
IUSV Hedge Fund Activity: Q1 2017 in Review
126 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2017, worth a combined $747M — up 62% from $460M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IUSV positions and 14 closed out — a net gain of 10 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was LPL Financial, adding an estimated $162M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $10M sold.
- 126 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2017, up from 118 in Q4 2016.
- Funds reported $747M of iShares Core S&P US Value ETF stock for Q1 2017, up 62% quarter-over-quarter.
- 24 funds opened new iShares Core S&P US Value ETF positions in Q1 2017 and 14 closed out, a net change of +10 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2017 was LPL Financial, an estimated $162M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2017.