iShares Core S&P US Value ETF
IUSV
308 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 103 reducing their positions, and 40 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
14% more capital invested
Capital invested by funds: $4.34B → $4.96B (+$619M)
2.24% more ownership
Funds ownership: 72.48% → 74.71% (+2.2%)
5% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 103
3% less funds holding
Funds holding: 317 → 308 (-9)
15% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$124M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$93.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$85.7M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$49.1M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIA
MainStreet Investment Advisors
Chicago,
Illinois
|
-$19.4M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$11.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$9.46M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$8.16M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$5.19M |
IUSV Hedge Fund Activity: Q3 2020 in Review
308 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2020, worth a combined $4.96B — up 14% from $4.34B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of IUSV and 34 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 108 added.
The largest buyer was Bank of America, adding an estimated $124M. The largest seller was MainStreet Investment Advisors, cutting an estimated $19.4M.
- 308 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2020, down from 317 in Q2 2020.
- Funds reported $4.96B of iShares Core S&P US Value ETF stock for Q3 2020, up 14% quarter-over-quarter.
- 34 funds opened new iShares Core S&P US Value ETF positions in Q3 2020 and 40 closed out, a net change of -6 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2020 was Bank of America, an estimated $124M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2020 was MainStreet Investment Advisors, an estimated $19.4M sold.
Based on aggregated 13F filings for Q3 2020.