iShares Core S&P US Value ETF
IUSV
267 hedge funds and large institutions have $4.37B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.
192% more capital inflows, than outflows
Capital inflows: $296M | Capital outflows: $102M
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
15% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 82
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
1% more funds holding
Funds holding: 265 → 267 (+2)
0.49% more ownership
Funds ownership: 71.58% → 72.07% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$105M |
| 2 |
LPL Financial
San Diego,
California
|
+$23.3M |
| 3 |
Jane Street
New York
|
+$15.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$15.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avidian Wealth Enterprises
Houston,
Texas
|
-$38.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$8.17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.38M |
| 5 |
BlackRock
New York
|
-$3.74M |
IUSV Hedge Fund Activity: Q3 2019 in Review
267 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2019, worth a combined $4.37B — up 6.8% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IUSV positions and 20 closed out — a net gain of 3 holders — while 94 added to existing stakes and 82 trimmed.
The largest buyer was Bank of America, adding an estimated $105M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $38.6M.
- 267 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2019, up from 265 in Q2 2019.
- Funds reported $4.37B of iShares Core S&P US Value ETF stock for Q3 2019, up 6.8% quarter-over-quarter.
- 23 funds opened new iShares Core S&P US Value ETF positions in Q3 2019 and 20 closed out, a net change of +3 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2019 was Bank of America, an estimated $105M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2019 was Avidian Wealth Enterprises, an estimated $38.6M sold.
Based on aggregated 13F filings for Q3 2019.