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iShares Core S&P US Value ETF

188 hedge funds and large institutions have $2.01B invested in iShares Core S&P US Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+41
Holders Change %
+27.89%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
53
Increased
76
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$2.49M +$679K +12,042 +37%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.44M +$441K +7,954 +22%
AIM
53
Advantage Investment Management
Iowa
$2.26M +$153K +2,766 +7%
GP
54
Geneva Partners
Wisconsin
$2.26M -$27.8K -502 -1%
IWM
55
IHT Wealth Management
Illinois
$2.22M +$327K +5,788 +17%
SIAS
56
Shine Investment Advisory Services
Colorado
$2.21M +$60.3K +1,089 +3%
BCI
57
Brinker Capital Investments
Pennsylvania
$2.18M +$74.5K +1,345 +4%
HWP
58
Hefty Wealth Partners
Indiana
$2.07M +$94.8K +1,711 +5%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$2.06M +$103K +1,856 +5%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$2.04M +36,835 New
GWM
61
Geneos Wealth Management
Colorado
$2.03M +$1.29M +23,259 +174%
GP
62
Greenline Partners
New York
$2M +$2M +36,063 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.76M +$941K +16,968 +115%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$1.74M +$44.2K +797 +3%
FFG
65
Ford Financial Group
California
$1.74M +$1.74M +30,836 New
FA
66
Fortis Advisors
Pennsylvania
$1.71M -$190K -3,432 -10%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.68M +$1.68M +30,251 New
BlackRock
68
BlackRock
New York
$1.66M +$1.54M +27,768 +1,315%
SE
69
Summit Equities
New Jersey
$1.63M +$153K +2,764 +10%
BSW
70
Buckingham Strategic Wealth
Missouri
$1.62M -$21.1K -380 -1%
RIA
71
Regal Investment Advisors
Michigan
$1.55M -$16.6K -299 -1%
SPC
72
Sigma Planning Corp
Michigan
$1.47M -$12.8M -231,613 -90%
TC
73
Telemus Capital
Michigan
$1.44M +$1.44M +26,045 New
GRP
74
Global Retirement Partners
California
$1.43M +$381K +6,878 +36%
ClearBridge Investments
75
ClearBridge Investments
New York
$1.41M +$223K +4,024 +19%