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iShares Core S&P US Value ETF
IUSV

188 hedge funds and large institutions have $2.01B invested in iShares Core S&P US Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

181% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 27

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

36% more capital invested

Capital invested by funds: $1.48B → $2.01B (+$532M)

28% more funds holding

Funds holding: 147 → 188 (+41)

11.63% more ownership

Funds ownership: 60.49% → 72.12% (+12%)

Holders
188
Holders Change
+41
Holders Change %
+27.89%
% of All Funds
4.26%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
53
Increased
76
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$226M
2
AC
Alleghany Corporation
New York
+$76.1M
3
USAA
United Services Automobile Association
Texas
+$44.2M
4
LPL Financial
LPL Financial
California
+$38.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.09M

Top Sellers

1
AL
Aspiriant LLC
California
-$47.3M
2
SPC
Sigma Planning Corp
Michigan
-$12.4M
3
TSS
Two Sigma Securities
New York
-$3.2M
4
Boston Partners
Boston Partners
Massachusetts
-$1.72M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$2.49M +$647K +12,042 +37%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.44M +$428K +7,954 +22%
AIM
53
Advantage Investment Management
Iowa
$2.26M +$149K +2,766 +7%
GP
54
Geneva Partners
Wisconsin
$2.26M -$27K -502 -1%
IWM
55
IHT Wealth Management
Illinois
$2.22M +$311K +5,788 +17%
SIAS
56
Shine Investment Advisory Services
Colorado
$2.21M +$58.5K +1,089 +3%
BCI
57
Brinker Capital Investments
Pennsylvania
$2.18M +$72.3K +1,345 +4%
HWP
58
Hefty Wealth Partners
Indiana
$2.07M +$92K +1,711 +5%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$2.06M +$99.8K +1,856 +5%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$1.98M +36,835 New
GWM
61
Geneos Wealth Management
Colorado
$2.03M +$1.25M +23,259 +174%
GP
62
Greenline Partners
New York
$2M +$1.94M +36,063 New
JP Morgan Chase
63
JP Morgan Chase
New York
$1.76M +$912K +16,968 +115%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$1.74M +$42.8K +797 +3%
FFG
65
Ford Financial Group
California
$1.74M +$1.66M +30,836 New
FA
66
Fortis Advisors
Pennsylvania
$1.71M -$184K -3,432 -10%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.68M +$1.63M +30,251 New
BlackRock
68
BlackRock
New York
$1.66M +$1.49M +27,768 +1,315%
SE
69
Summit Equities
New Jersey
$1.63M +$149K +2,764 +10%
BSW
70
Buckingham Strategic Wealth
Missouri
$1.62M -$20.4K -380 -1%
RIA
71
Regal Investment Advisors
Michigan
$1.55M -$16.1K -299 -1%
SPC
72
Sigma Planning Corp
Michigan
$1.47M -$12.4M -231,613 -90%
TC
73
Telemus Capital
Michigan
$1.44M +$1.4M +26,045 New
GRP
74
Global Retirement Partners
California
$1.43M +$370K +6,878 +36%
ClearBridge Investments
75
ClearBridge Investments
New York
$1.41M +$216K +4,024 +19%
1 2
3
4 5

IUSV Hedge Fund Activity: Q4 2017 in Review

188 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2017, worth a combined $2.01B — up 36% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IUSV positions and 10 closed out — a net gain of 43 holders — while 76 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $226M. The largest seller was Aspiriant LLC, cutting an estimated $47.3M.

  • 188 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2017, up from 147 in Q3 2017.
  • Funds reported $2.01B of iShares Core S&P US Value ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P US Value ETF positions in Q4 2017 and 10 closed out, a net change of +43 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q4 2017 was Bank of America, an estimated $226M added.
  • The largest iShares Core S&P US Value ETF seller in Q4 2017 was Aspiriant LLC, an estimated $47.3M sold.

Based on aggregated 13F filings for Q4 2017.