iShares Core S&P US Value ETF
IUSV
143 hedge funds and large institutions have $1.15B invested in iShares Core S&P US Value ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
54% more capital invested
Capital invested by funds: $747M → $1.15B (+$403M)
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
13% more funds holding
Funds holding: 126 → 143 (+17)
9.09% more ownership
Funds ownership: 42.79% → 51.88% (+9.1%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
+$133M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$107M |
| 3 |
LPL Financial
San Diego,
California
|
+$92.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.4M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.4M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$5.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.86M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.58M |
| 5 |
BlackRock
New York
|
-$3.09M |
IUSV Hedge Fund Activity: Q2 2017 in Review
143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2017, worth a combined $1.15B — up 54% from $747M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IUSV positions and 6 closed out — a net gain of 19 holders — while 49 added to existing stakes and 41 trimmed.
The largest buyer was Alleghany Corporation, opening a new position worth an estimated $133M. The largest seller was Jane Street, cutting an estimated $12.4M.
- 143 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2017, up from 126 in Q1 2017.
- Funds reported $1.15B of iShares Core S&P US Value ETF stock for Q2 2017, up 54% quarter-over-quarter.
- 25 funds opened new iShares Core S&P US Value ETF positions in Q2 2017 and 6 closed out, a net change of +19 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2017 was Alleghany Corporation, an estimated $133M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2017 was Jane Street, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2017.