iShares Core S&P US Value ETF
IUSV
118 hedge funds and large institutions have $460M invested in iShares Core S&P US Value ETF in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 7 closing their positions.
1,588% more capital inflows, than outflows
Capital inflows: $168M | Capital outflows: $10M
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
141% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 17
34.56% more ownership
Funds ownership: 0% → 34.56% (+35%)
24% more funds holding
Funds holding: 95 → 118 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.3M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$19.2M |
| 3 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$9.6M |
| 4 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$8.45M |
| 5 |
Jane Street
New York
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aspiriant LLC
Los Angeles,
California
|
-$6.89M |
| 2 |
CPWM LLC
Seattle,
Washington
|
-$615K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$385K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$330K |
| 5 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$298K |
IUSV Hedge Fund Activity: Q4 2016 in Review
118 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2016, worth a combined $460M — up 63% from $282M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IUSV positions and 7 closed out — a net gain of 25 holders — while 41 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $39.3M. The largest seller was Aspiriant LLC, cutting an estimated $6.89M.
- 118 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2016, up from 95 in Q3 2016.
- Funds reported $460M of iShares Core S&P US Value ETF stock for Q4 2016, up 63% quarter-over-quarter.
- 32 funds opened new iShares Core S&P US Value ETF positions in Q4 2016 and 7 closed out, a net change of +25 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2016 was Bank of America, an estimated $39.3M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2016 was Aspiriant LLC, an estimated $6.89M sold.
Based on aggregated 13F filings for Q4 2016.