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iShares Core S&P US Value ETF

96 hedge funds and large institutions have $288M invested in iShares Core S&P US Value ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
27
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$436K +$129K +2,874 +42%
RJA
52
Raymond James & Associates
Florida
$424K -$1.32M -29,535 -76%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$403K -$115K -2,568 -22%
PFA
54
Pure Financial Advisors
California
$388K +$2.95K +66 +0.8%
LI
55
LVZ Inc
Michigan
$350K +$350K +7,809 New
OIA
56
Optimum Investment Advisors
Illinois
$336K +$336K +7,500 New
NPF
57
Norris Perne & French
Michigan
$312K
RBC
58
Roble Belko & Company
Pennsylvania
$274K
RTS
59
Round Table Services
New Jersey
$257K
NB
60
Nicolet Bankshares
Wisconsin
$257K
M&T Bank
61
M&T Bank
New York
$221K -$126K -2,820 -36%
HTC
62
Haverford Trust Company
Pennsylvania
$220K -$11.4K -255 -5%
ICOA
63
Investment Centers of America
North Dakota
$219K -$518K -11,544 -70%
DJSG
64
D.J. St. Germain
Massachusetts
$219K
RIA
65
Regal Investment Advisors
Michigan
$211K +$211K +4,716 New
SG Americas Securities
66
SG Americas Securities
New York
$209K -$40.2K -900 -16%
SG
67
Societe Generale
$209K +$209K +4,674 New
KIA
68
KCM Investment Advisors
California
$206K +$206K +4,608 New
SSB
69
Sandy Spring Bank
Maryland
$195K
Creative Planning
70
Creative Planning
Kansas
$158K +$106K +2,355 +201%
ST
71
Smithfield Trust
Pennsylvania
$140K
MA
72
MCF Advisors
Kentucky
$113K -$24.1K -537 -18%
APSP
73
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K
IA
74
IFP Advisors
Florida
$90K -$377K -8,457 -81%
FFC
75
First Financial Corp
Indiana
$67K