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iShares Core S&P US Value ETF

143 hedge funds and large institutions have $1.15B invested in iShares Core S&P US Value ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
25
Increased
49
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$535K +$38.6K +757 +8%
FHC
77
First Heartland Consultants
Missouri
$531K +$22.2K +436 +4%
SC
78
Scotia Capital
Ontario, Canada
$530K -$5.09K -100 -1%
IT
79
Independence Trust
Tennessee
$529K
PFA
80
Pure Financial Advisors
California
$501K
CPO
81
Cerity Partners OCIO
New York
$420K +$420K +8,242 New
LFAS
82
Level Four Advisory Services
Texas
$392K
SCM
83
SOL Capital Management
Maryland
$360K +$153K +3,000 +74%
NPF
84
Norris Perne & French
Michigan
$355K
AP
85
Appleton Partners
Massachusetts
$348K
FAAS
86
First Allied Advisory Services
California
$331K -$129K -2,515 -28%
CA
87
Cetera Advisors
Colorado
$319K +$53K +1,039 +20%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$314K -$7.18K -141 -2%
RBC
89
Roble Belko & Company
Pennsylvania
$311K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$300K -$73.6K -1,444 -20%
PTC
91
Private Trust Company
Ohio
$298K +$72.6K +1,429 +32%
LI
92
LVZ Inc
Michigan
$296K
NB
93
Nicolet Bankshares
Wisconsin
$292K
CB
94
Commerce Bank
Missouri
$270K -$25.4K -500 -9%
PFA
95
Pinnacle Family Advisors
Missouri
$268K +$5.61K +110 +2%
PJSIMP
96
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K -$45.3K -889 -15%
Creative Planning
97
Creative Planning
Kansas
$250K -$236K -4,636 -49%
DJSG
98
D.J. St. Germain
Massachusetts
$249K
MCWS
99
McKinley Carter Wealth Services
West Virginia
$244K +$244K +4,789 New
KIA
100
KCM Investment Advisors
California
$235K