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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 %
RBC
76
Roble Belko & Company
Pennsylvania
$300K
BCI
77
Brinker Capital Investments
Pennsylvania
$299K +$227K +4,629 +317%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K +$292K +5,945 New
MSAM
79
Moloney Securities Asset Management
Missouri
$286K +$286K +5,820 New
CB
80
Commerce Bank
Missouri
$285K
NB
81
Nicolet Bankshares
Wisconsin
$282K
AC
82
AFAM Capital
Texas
$274K +$274K +5,569 New
SAM
83
Steinberg Asset Management
New York
$271K +$271K +5,510 New
CA
84
Cetera Advisors
Colorado
$245K
DJSG
85
D.J. St. Germain
Massachusetts
$240K
KIA
86
KCM Investment Advisors
California
$226K
HTC
87
Haverford Trust Company
Pennsylvania
$225K -$15.9K -324 -7%
SSB
88
Sandy Spring Bank
Maryland
$214K
SG Americas Securities
89
SG Americas Securities
New York
$209K +$209K +4,244 New
IA
90
IFP Advisors
Florida
$186K +$69K +1,401 +59%
Creative Planning
91
Creative Planning
Kansas
$173K
CAL
92
Capital Analysts LLC
Pennsylvania
$167K +$167K +3,396 New
ST
93
Smithfield Trust
Pennsylvania
$151K
NFG
94
Next Financial Group
Texas
$140K
MA
95
MCF Advisors
Kentucky
$124K
GWM
96
Geneos Wealth Management
Colorado
$117K +$43.6K +890 +59%
CFA
97
Carroll Financial Associates
North Carolina
$110K +$110K +2,240 New
JSAM
98
J. Safra Asset Management
New York
$108K +$108K +2,199 New
FFC
99
First Financial Corp
Indiana
$74K
MMG
100
Monetary Management Group
Missouri
$63K