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iShares Core S&P US Value ETF
IUSV

60 hedge funds and large institutions have $89.8M invested in iShares Core S&P US Value ETF in 2013 Q2 according to their latest regulatory filings, with 60 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+60
Holders Change %
–
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Aspiriant LLC
California
$19.1M +$19M +524,100 New
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.63M +$8.59M +236,646 New
LPL Financial
3
LPL Financial
California
$4.49M +$4.47M +123,081 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.34M +$4.32M +118,878 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.19M +$4.17M +114,888 New
JHC
6
JFB Holdings Corp
Georgia
$4.1M +$4.09M +112,515 New
Wells Fargo
7
Wells Fargo
California
$3.85M +$3.83M +105,504 New
MAA
8
Managed Account Advisors
New Jersey
$3.84M +$3.83M +105,402 New
US Bancorp
9
US Bancorp
Minnesota
$3.29M +$3.28M +90,225 New
TH
10
Timber Hill
Connecticut
$2.97M +$2.96M +81,543 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.9M +$2.87M +79,119 New
Morgan Stanley
12
Morgan Stanley
New York
$2.59M +$2.58M +70,929 New
AMG
13
Asset Management Group
Connecticut
$2.49M +$2.48M +68,286 New
HCM
14
Howland Capital Management
Massachusetts
$2.01M +$2M +55,200 New
Bank of America
15
Bank of America
North Carolina
$1.82M +$1.82M +50,010 New
U
16
UBS
Switzerland
$1.77M +$1.76M +48,483 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.72M +$1.71M +47,151 New
MCM
18
Munder Capital Management
Michigan
$1.65M +$1.64M +45,150 New
BSWMG
19
Barrington Strategic Wealth Management Group
Illinois
$1.57M +$1.57M +43,095 New
Goldman Sachs
20
Goldman Sachs
New York
$1.41M +$1.4M +38,520 New
William Blair & Company
21
William Blair & Company
Illinois
$1.15M +$1.14M +31,410 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$1.13M +31,041 New
HC
23
HHG & Company
Connecticut
$646K +$643K +17,712 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$571K +$568K +15,648 New
WT
25
Whittier Trust
California
$533K +$531K +14,625 New
1
2 3

IUSV Hedge Fund Activity: Q2 2013 in Review

60 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2013, worth a combined $89.8M.

Buyers outnumbered sellers: 60 funds opened new IUSV positions and 0 closed out — a net gain of 60 holders — while 0 added to existing stakes and 0 trimmed.

  • 60 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $89.8M of iShares Core S&P US Value ETF stock for Q2 2013.
  • 60 funds opened new iShares Core S&P US Value ETF positions in Q2 2013 and 0 closed out, a net change of +60 holders.

Based on aggregated 13F filings for Q2 2013.