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iShares Core S&P US Value ETF

147 hedge funds and large institutions have $1.48B invested in iShares Core S&P US Value ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
20
Increased
64
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$323K
RBC
102
Roble Belko & Company
Pennsylvania
$320K
ASN
103
Advisory Services Network
Georgia
$318K -$650K -12,402 -67%
HCA
104
Heck Capital Advisors
Wisconsin
$315K -$2.17M -41,507 -87%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$309K +$524 +10 +0.2%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$61.4K +1,166 +26%
NB
107
Nicolet Bankshares
Wisconsin
$300K
CB
108
Commerce Bank
Missouri
$278K
FTS
109
Fifth Third Securities
Ohio
$265K +$27.9K +534 +12%
SWP
110
Stratos Wealth Partners
Ohio
$260K +$260K +4,960 New
DJSG
111
D.J. St. Germain
Massachusetts
$256K
SEI Investments
112
SEI Investments
Pennsylvania
$253K +$202K +3,849 +394%
Stifel Financial
113
Stifel Financial
Missouri
$250K +$14K +268 +6%
BTS
114
BB&T Securities
Virginia
$242K +$680 +13 +0.3%
KIA
115
KCM Investment Advisors
California
$241K
OIA
116
Optimum Investment Advisors
Illinois
$236K
CFA
117
Carroll Financial Associates
North Carolina
$226K
CL
118
CIM LLC
New York
$220K +$470 +9 +0.2%
RE
119
RBC Europe
United Kingdom
$218K +$218K +4,160 New
GLA
120
Good Life Advisors
Pennsylvania
$205K +$205K +3,936 New
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K +$79K +1,513 +68%
CAL
122
Capital Analysts LLC
Pennsylvania
$178K
ST
123
Smithfield Trust
Pennsylvania
$161K
KF
124
Krilogy Financial
Missouri
$159K +$5.23K +100 +3%
MA
125
MCF Advisors
Kentucky
$126K