iShares Core S&P US Value ETF
IUSV
199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 46
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
15% more capital invested
Capital invested by funds: $2.01B → $2.32B (+$309M)
6% more funds holding
Funds holding: 188 → 199 (+11)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5.51% less ownership
Funds ownership: 72.12% → 66.61% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$211M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$53.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.1M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$8.34M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.93M |
| 4 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$6.94M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.81M |
IUSV Hedge Fund Activity: Q1 2018 in Review
199 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q1 2018, worth a combined $2.32B — up 15% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IUSV positions and 18 closed out — a net gain of 13 holders — while 84 added to existing stakes and 46 trimmed.
The largest buyer was Bank of America, adding an estimated $211M. The largest seller was Jane Street, cutting an estimated $11.1M.
- 199 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q1 2018, up from 188 in Q4 2017.
- Funds reported $2.32B of iShares Core S&P US Value ETF stock for Q1 2018, up 15% quarter-over-quarter.
- 31 funds opened new iShares Core S&P US Value ETF positions in Q1 2018 and 18 closed out, a net change of +13 holders.
- The largest iShares Core S&P US Value ETF buyer in Q1 2018 was Bank of America, an estimated $211M added.
- The largest iShares Core S&P US Value ETF seller in Q1 2018 was Jane Street, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2018.