iShares Core S&P US Value ETF
IUSV
319 hedge funds and large institutions have $4.34B invested in iShares Core S&P US Value ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 32 closing their positions.
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
9% more capital invested
Capital invested by funds: $3.97B → $4.34B (+$366M)
4% more funds holding
Funds holding: 307 → 319 (+12)
9% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 116
2.95% less ownership
Funds ownership: 75.45% → 72.49% (-3%)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$69.9M |
| 2 |
MIA
MainStreet Investment Advisors
Chicago,
Illinois
|
+$18.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.4M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$14.1M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$69.7M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$64.9M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$36.8M |
| 4 |
TI
tru Independence
Portland,
Oregon
|
-$29.8M |
| 5 |
SRA
Summit Rock Advisors
New York
|
-$23.5M |
IUSV Hedge Fund Activity: Q2 2020 in Review
319 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q2 2020, worth a combined $4.34B — up 9.2% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IUSV positions and 32 closed out — a net gain of 13 holders — while 105 added to existing stakes and 116 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $69.9M. The largest seller was United Services Automobile Association, cutting an estimated $69.7M.
- 319 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q2 2020, up from 307 in Q1 2020.
- Funds reported $4.34B of iShares Core S&P US Value ETF stock for Q2 2020, up 9.2% quarter-over-quarter.
- 45 funds opened new iShares Core S&P US Value ETF positions in Q2 2020 and 32 closed out, a net change of +13 holders.
- The largest iShares Core S&P US Value ETF buyer in Q2 2020 was Charles Schwab, an estimated $69.9M added.
- The largest iShares Core S&P US Value ETF seller in Q2 2020 was United Services Automobile Association, an estimated $69.7M sold.
Based on aggregated 13F filings for Q2 2020.