iShares Core S&P US Value ETF
IUSV
265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 60
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more capital invested
Capital invested by funds: $3.87B → $4.09B (+$218M)
1% more funds holding
Funds holding: 263 → 265 (+2)
1.68% less ownership
Funds ownership: 73.26% → 71.58% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$59.3M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$36.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$28M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$18.5M |
| 5 |
Morgan Stanley
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$84.3M |
| 2 |
Goldman Sachs
New York
|
-$28.8M |
| 3 |
BlackRock
New York
|
-$28.4M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$15.5M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$11.1M |
IUSV Hedge Fund Activity: Q2 2019 in Review
265 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2019, worth a combined $4.09B — up 5.6% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IUSV positions and 23 closed out — a net gain of 5 holders — while 118 added to existing stakes and 60 trimmed.
The largest buyer was Bank of America, adding an estimated $59.3M. The largest seller was Merit Financial Group, exiting entirely with an estimated $84.3M sold.
- 265 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2019, up from 263 in Q1 2019.
- Funds reported $4.09B of iShares Core S&P US Value ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
- 28 funds opened new iShares Core S&P US Value ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2019 was Bank of America, an estimated $59.3M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2019 was Merit Financial Group, an estimated $84.3M sold.
Based on aggregated 13F filings for Q2 2019.