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iShares Core S&P US Value ETF

266 hedge funds and large institutions have $4.36B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
22
Increased
94
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$55K -$56.2K -969 -51%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K -$1.16K -20 -2%
RFM
228
Royal Fund Management
Florida
$47K -$10.5K -184 -18%
IF
229
Ironwood Financial
Arizona
$46K
PMFA
230
Plante Moran Financial Advisors
Michigan
$46K +$1.95K +34 +4%
QCIG
231
Quad-Cities Investment Group
Iowa
$44K +$8.86K +154 +25%
GWAG
232
Garrett Wealth Advisory Group
Texas
$39.3K +$39.3K +680 New
AIC
233
Ameritas Investment Company
Nebraska
$36K +$36K +630 New
NFG
234
Next Financial Group
Texas
$33K
CFB
235
Cullen/Frost Bankers
Texas
$30K
JPLA
236
Joseph P. Lucia & Associates
New York
$26K
BWM
237
Baystate Wealth Management
Massachusetts
$23K
LWA
238
Lenox Wealth Advisors
New York
$23K
AF
239
Advisornet Financial
Minnesota
$23K +$13.3K +232 +137%
HI
240
Human Investing
Oregon
$22K
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$19K -$14.3K -252 -43%
GI
242
Gradient Investments
Minnesota
$19K
TFS
243
TrustCore Financial Services
Tennessee
$17K
RFA
244
Reilly Financial Advisors
California
$16K
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$72.9K -1,263 -83%
PWP
246
Personal Wealth Partners
Minnesota
$12K
TFGT
247
TS Financial Group (TSFG)
Illinois
$12K
FANJ
248
Financial Architects (New Jersey)
New Jersey
$11K
AWM
249
Avior Wealth Management
Nebraska
$11K +$11K +199 New
AIM
250
Anchor Investment Management
South Carolina
$10.4K