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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
LFAS
76
Level Four Advisory Services
Texas
$1.38M +$650K +12,095 +95%
First Manhattan
77
First Manhattan
New York
$1.22M -$13.4K -250 -1%
CT
78
CPF Texas
Texas
$1.18M +$1.15M +21,340 New
TA
79
Townsend & Associates
Colorado
$1.17M +$1.13M +21,048 New
CL
80
CPWM LLC
Washington
$1.15M – – –
FAIM
81
Financial Advocates Investment Management
Washington
$1.14M +$1.1M +20,479 New
DDPIC
82
Deroy & Devereaux Private Investment Counsel
Michigan
$1.05M -$43K -800 -4%
PP
83
PrairieView Partners
Minnesota
$1.01M +$985K +18,324 New
MML Investors Services
84
MML Investors Services
Massachusetts
$989K -$132K -2,454 -12%
MSAM
85
Moloney Securities Asset Management
Missouri
$984K +$84.9K +1,580 +10%
KM
86
Kalos Management
Georgia
$973K -$80.7K -1,502 -8%
PS
87
Portfolio Strategies
New York
$973K +$944K +17,557 New
PFA
88
Pinnacle Family Advisors
Missouri
$961K +$27.6K +514 +3%
Boston Partners
89
Boston Partners
Massachusetts
$922K -$1.72M -32,024 -66%
Citigroup
90
Citigroup
New York
$888K +$6.24K +116 +0.7%
SCM
91
Sitrin Capital Management
California
$792K – – –
RJFSA
92
Raymond James Financial Services Advisors
Florida
$788K -$8.71K -162 -1%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$777K +$198K +3,687 +36%
SC
94
Scotia Capital
Ontario, Canada
$771K +$57K +1,060 +8%
PA
95
Prism Advisors
California
$767K +$744K +13,851 New
UWPG
96
Ullmann Wealth Partners Group
Florida
$760K -$171K -3,185 -19%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$741K +$63.3K +1,178 +10%
CA
98
Cetera Advisors
Colorado
$732K +$339K +6,314 +92%
1WA
99
180 Wealth Advisors
Washington
$707K +$686K +12,757 New
B
100
Bellecapital
Switzerland
$665K – – –
2 3
4
5 6

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.