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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 %
APSP
101
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K -$55.1K -1,129 -47%
DADC
102
D.A. Davidson & Co
Montana
$58K +$29K +602 +100%
WA
103
WFG Advisors
Texas
$40K +$40K +805 New
IF
104
Ironwood Financial
Arizona
$30K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$30K +$30K +614 New
RFA
106
Reilly Financial Advisors
California
$24K -$27.5K -549 -53%
CFA
107
CT Financial Advisors
Pennsylvania
$20.6K
BlackRock
108
BlackRock
New York
$19K -$4.6K -92 -19%
SIA
109
SeaBridge Investment Advisors
New Jersey
$18K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$13K
AIM
111
Anchor Investment Management
South Carolina
$8.84K
CCM
112
Cribstone Capital Management
Maine
$8K
DAM
113
Delta Asset Management
Tennessee
$6K
WTB
114
Washington Trust Bank
Washington
$4K +$4K +90 New
ADL
115
Asset Dedication LLC
California
$3K
PA
116
Parallel Advisors
California
$3K +$3K +66 New
WEC
117
Winslow Evans & Crocker
Massachusetts
$2.46K +$2.46K +50 New
CL
118
CPWM LLC
Washington
-$615K -13,345 Closed
LPT
119
Legacy Private Trust
Wisconsin
-$298K -6,468 Closed
RTS
120
Round Table Services
New Jersey
-$237K -5,142 Closed
NIMC
121
NWQ Investment Management Company
California
-$201K -4,350 Closed
FNBT
122
FineMark National Bank & Trust
Florida
-$65K -1,407 Closed
TRCT
123
Tower Research Capital (TRC)
New York
-$19K -413 Closed
IWM
124
Integrated Wealth Management
California
-$15K -315 Closed
CWM
125
Concert Wealth Management
California
-$5K