iShares Core S&P US Value ETF
IUSV
94 hedge funds and large institutions have $280M invested in iShares Core S&P US Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less capital invested
Capital invested by funds: $288M → $280M (-$7.72M)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
2% less funds holding
Funds holding: 96 → 94 (-2)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
82.3% less ownership
Funds ownership: 112.71% → 30.41% (-82%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.16M |
| 2 |
Morgan Stanley
New York
|
+$1.54M |
| 3 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
+$1.35M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.17M |
Top Sellers
IUSV Hedge Fund Activity: Q3 2016 in Review
94 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2016, worth a combined $280M — down 2.7% from $288M a quarter earlier.
Fund positioning in IUSV was balanced in Q3 2016: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $9.16M. The largest seller was The Family Firm, cutting an estimated $24.6M.
- 94 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2016, down from 96 in Q2 2016.
- Funds reported $280M of iShares Core S&P US Value ETF stock for Q3 2016, down 2.7% quarter-over-quarter.
- 6 funds opened new iShares Core S&P US Value ETF positions in Q3 2016 and 6 closed out, a net change of 0 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2016 was Bank of America, an estimated $9.16M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2016 was The Family Firm, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2016.