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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$646K +$84.8K +1,578 +16%
FHC
102
First Heartland Consultants
Missouri
$645K +$37.1K +691 +6%
BRWA
103
B. Riley Wealth Advisors
Florida
$628K +$92.4K +1,720 +18%
Stifel Financial
104
Stifel Financial
Missouri
$601K +$327K +6,077 +127%
WT
105
Whittier Trust
California
$594K – – –
IT
106
Independence Trust
Tennessee
$576K – – –
OPWM
107
Oak Point Wealth Management
Michigan
$574K +$563K +10,482 New
SB
108
Suntrust Banks
Georgia
$546K +$530K +9,856 New
Renaissance Technologies
109
Renaissance Technologies
New York
$543K +$527K +9,800 New
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$527K +$194K +3,617 +61%
Creative Planning
111
Creative Planning
Kansas
$516K +$77.4K +1,440 +18%
CPO
112
Cerity Partners OCIO
New York
$514K +$4.3K +80 +0.9%
HCA
113
Heck Capital Advisors
Wisconsin
$497K +$159K +2,965 +49%
CAC
114
Certified Advisory Corp
Florida
$493K +$479K +8,907 New
FAAS
115
First Allied Advisory Services
California
$488K +$95.3K +1,774 +25%
WPC
116
White Pine Capital
Minnesota
$483K +$468K +8,710 New
PTC
117
Private Trust Company
Ohio
$482K +$65.3K +1,215 +16%
PSUF
118
People's United Financial
Connecticut
$403K +$391K +7,275 New
APG
119
Abacus Planning Group
South Carolina
$392K +$380K +7,069 New
SCM
120
SOL Capital Management
Maryland
$391K – – –
NPF
121
Norris Perne & French
Michigan
$387K – – –
LFS
122
Legacy Financial Strategies
Kansas
$385K +$374K +6,952 New
HA
123
Heartland Advisors
Wisconsin
$378K +$367K +6,820 New
SWP
124
Stratos Wealth Partners
Ohio
$365K +$87.6K +1,629 +33%
CCMD
125
Cypress Capital Management (Delaware)
Delaware
$364K – – –
3 4
5
6 7

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.