iShares Core S&P US Value ETF
IUSV
375 hedge funds and large institutions have $5.6B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 121 increasing their positions, 98 reducing their positions, and 21 closing their positions.
329% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 21
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
23% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 98
21% more funds holding
Funds holding: 309 → 375 (+66)
13% more capital invested
Capital invested by funds: $4.96B → $5.6B (+$644M)
1.23% less ownership
Funds ownership: 74.72% → 73.49% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$105M |
| 2 |
Morgan Stanley
New York
|
+$62.2M |
| 3 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$48M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$26.9M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$179M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$143M |
| 3 |
SRA
Summit Rock Advisors
New York
|
-$57.4M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$53.5M |
| 5 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$16.9M |
IUSV Hedge Fund Activity: Q4 2020 in Review
375 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2020, worth a combined $5.6B — up 13% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new IUSV positions and 21 closed out — a net gain of 69 holders — while 121 added to existing stakes and 98 trimmed.
The largest buyer was Bank of America, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $179M.
- 375 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2020, up from 309 in Q3 2020.
- Funds reported $5.6B of iShares Core S&P US Value ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 90 funds opened new iShares Core S&P US Value ETF positions in Q4 2020 and 21 closed out, a net change of +69 holders.
- The largest iShares Core S&P US Value ETF buyer in Q4 2020 was Bank of America, an estimated $105M added.
- The largest iShares Core S&P US Value ETF seller in Q4 2020 was LPL Financial, an estimated $179M sold.
Based on aggregated 13F filings for Q4 2020.