iShares Core S&P US Value ETF
IUSV
188 hedge funds and large institutions have $2.03B 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.
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)
38% more capital invested
Capital invested by funds: $1.48B → $2.03B (+$555M)
28% more funds holding
Funds holding: 147 → 188 (+41)
11.63% more ownership
Funds ownership: 60.49% → 72.12% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$226M |
| 2 |
AC
Alleghany Corporation
New York
|
+$76.1M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$44.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$38.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$47.3M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$12.4M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$3.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$1.72M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.59M |
IUSV Hedge Fund Activity: Q4 2017 in Review
188 of the 4,419 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 $2.03B — up 38% 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 $2.03B of iShares Core S&P US Value ETF stock for Q4 2017, up 38% 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.