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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 %
BTS
101
BB&T Securities
Virginia
$234K +$234K +4,611 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$31.7K +624 +16%
FTS
103
Fifth Third Securities
Ohio
$231K +$231K +4,537 New
OIA
104
Optimum Investment Advisors
Illinois
$229K
Stifel Financial
105
Stifel Financial
Missouri
$229K +$229K +4,524 New
CFA
106
Carroll Financial Associates
North Carolina
$217K
BRWA
107
B. Riley Wealth Advisors
Florida
$216K +$10.3K +202 +5%
CL
108
CIM LLC
New York
$214K +$214K +4,202 New
CPIG
109
Chicago Partners Investment Group
Illinois
$205K +$205K +4,100 New
ZF
110
Zhang Financial
Michigan
$203K +$203K +3,983 New
CAL
111
Capital Analysts LLC
Pennsylvania
$173K
GWM
112
Geneos Wealth Management
Colorado
$158K +$36.4K +716 +30%
ST
113
Smithfield Trust
Pennsylvania
$157K
SSB
114
Sandy Spring Bank
Maryland
$156K -$48.8K -960 -24%
KF
115
Krilogy Financial
Missouri
$150K +$150K +2,940 New
MA
116
MCF Advisors
Kentucky
$122K -$5.79K -114 -5%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K +$114K +2,240 New
BWA
118
BDO Wealth Advisors
Florida
$109K +$109K +2,140 New
FFC
119
First Financial Corp
Indiana
$76K
MMG
120
Monetary Management Group
Missouri
$65K
APSP
121
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K +$304 +6 +0.5%
SEI Investments
122
SEI Investments
Pennsylvania
$50K +$9.94K +194 +25%
SPIA
123
Steward Partners Investment Advisory
New York
$50K +$20K +400 +67%
WA
124
WFG Advisors
Texas
$41K +$202 +4 +0.5%
IF
125
Ironwood Financial
Arizona
$31K