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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 %
SBL
251
Sargent Bickham Lagudis
Colorado
$9K -$42.4K -745 -83%
JCM
252
Jacobi Capital Management
Pennsylvania
$9K
LDFR
253
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
VFA
254
Valeo Financial Advisors
Indiana
$8K +$1.94K +32 +32%
WTC
255
WhitTier Trust Company
Nevada
$7K
FRA
256
Front Row Advisors
California
$7K +$7K +120 New
PCA
257
Providence Capital Advisors
North Carolina
$6K
RAM
258
Riggs Asset Management
Pennsylvania
$6K
LFG
259
LifePlan Financial Group
Ohio
$5K
ClearBridge Investments
260
ClearBridge Investments
New York
$5K +$5K +85 New
S
261
SignatureFD
Georgia
$3K -$8.69K -139 -74%
JFA
262
JNBA Financial Advisors
Minnesota
$3K
RIA
263
Realta Investment Advisors
Delaware
$3K +$55 +1 +2%
QAM
264
QCI Asset Management
New York
$2K
FEM
265
Fulcrum Equity Management
Texas
$2K +$2K +43 New
TA
266
Townsend & Associates
Colorado
-$2.81M -48,921 Closed
MCWS
267
McKinley Carter Wealth Services
West Virginia
-$1.83M -32,339 Closed
CIM
268
Confluence Investment Management
Missouri
-$1.82M -32,167 Closed
PPP
269
Private Portfolio Partners
New Jersey
-$1.37M -24,183 Closed
PFM
270
Phillips Financial Management
Indiana
-$589K -10,334 Closed
FTS
271
Fifth Third Securities
Ohio
-$425K -7,507 Closed
AW
272
ACG Wealth
Georgia
-$302K -5,332 Closed
FWM
273
FFT Wealth Management
Pennsylvania
-$242K -4,266 Closed
BFPW
274
BOK Financial Private Wealth
Colorado
-$229K -4,040 Closed
RCAG
275
Rehmann Capital Advisory Group
Michigan
-$163K -2,872 Closed