iShares Core S&P US Value ETF
IUSV
209 hedge funds and large institutions have $2.71B invested in iShares Core S&P US Value ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 45 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
93% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 45
17% more capital invested
Capital invested by funds: $2.32B → $2.71B (+$390M)
5% more funds holding
Funds holding: 199 → 209 (+10)
2.51% more ownership
Funds ownership: 66.61% → 69.12% (+2.5%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$165M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$84.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$25.1M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11.8M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.23M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.16M |
| 4 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$1.55M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.35M |
IUSV Hedge Fund Activity: Q2 2018 in Review
209 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2018, worth a combined $2.71B — up 17% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IUSV positions and 11 closed out — a net gain of 15 holders — while 87 added to existing stakes and 45 trimmed.
The largest buyer was Bank of America, adding an estimated $165M. The largest seller was Raymond James & Associates, cutting an estimated $11.8M.
- 209 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2018, up from 199 in Q1 2018.
- Funds reported $2.71B of iShares Core S&P US Value ETF stock for Q2 2018, up 17% quarter-over-quarter.
- 26 funds opened new iShares Core S&P US Value ETF positions in Q2 2018 and 11 closed out, a net change of +15 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2018 was Bank of America, an estimated $165M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2018 was Raymond James & Associates, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2018.