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iShares Core S&P US Value ETF

118 hedge funds and large institutions have $460M invested in iShares Core S&P US Value ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.18%
New
33
Increased
40
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.03M +$491K +9,897 +91%
NFP
52
Narus Financial Partners
Utah
$1.03M +$1.03M +21,000 New
DDPIC
53
Deroy & Devereaux Private Investment Counsel
Michigan
$1.01M +$15.3K +312 +2%
TIM
54
Total Investment Management
Arizona
$831K +$831K +16,920 New
ICOA
55
Investment Centers of America
North Dakota
$780K +$502K +10,216 +180%
SCM
56
Sitrin Capital Management
California
$706K -$1.08K -22 -0.2%
UWPG
57
Ullmann Wealth Partners Group
Florida
$660K +$660K +13,265 New
Citigroup
58
Citigroup
New York
$636K +$153K +3,120 +32%
Comerica Bank
59
Comerica Bank
Texas
$594K +$594K +12,012 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$577K +$437K +8,886 +311%
CAN
61
Cetera Advisor Networks
California
$555K -$124K -2,528 -18%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$536K -$25K -508 -4%
WT
63
Whittier Trust
California
$526K
SC
64
Scotia Capital
Ontario, Canada
$517K
IT
65
Independence Trust
Tennessee
$510K
PFA
66
Pure Financial Advisors
California
$498K +$141K +2,862 +39%
ClearBridge Investments
67
ClearBridge Investments
New York
$475K +$475K +9,659 New
FHC
68
First Heartland Consultants
Missouri
$468K +$42.9K +872 +10%
LI
69
LVZ Inc
Michigan
$462K +$90.3K +1,837 +24%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$437K +$185K +3,753 +73%
MFW
71
Meristem Family Wealth
Minnesota
$406K +$406K +8,265 New
SE
72
Summit Equities
New Jersey
$359K +$359K +7,313 New
Allianz Asset Management
73
Allianz Asset Management
Germany
$355K +$355K +7,218 New
NPF
74
Norris Perne & French
Michigan
$343K
OIA
75
Optimum Investment Advisors
Illinois
$319K