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iShares Core S&P US Value ETF

188 hedge funds and large institutions have $2.01B invested in iShares Core S&P US Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
188
Holders Change
+41
Holders Change %
+27.89%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
53
Increased
76
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$646K +$87.5K +1,578 +16%
FHC
102
First Heartland Consultants
Missouri
$645K +$38.3K +691 +6%
BRWA
103
B. Riley Wealth Advisors
Florida
$628K +$95.4K +1,720 +18%
Stifel Financial
104
Stifel Financial
Missouri
$601K +$336K +6,077 +127%
WT
105
Whittier Trust
California
$594K
IT
106
Independence Trust
Tennessee
$576K
OPWM
107
Oak Point Wealth Management
Michigan
$574K +$574K +10,482 New
SB
108
Suntrust Banks
Georgia
$546K +$546K +9,856 New
Renaissance Technologies
109
Renaissance Technologies
New York
$543K +$543K +9,800 New
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$527K +$200K +3,617 +61%
Creative Planning
111
Creative Planning
Kansas
$516K +$79.7K +1,440 +18%
CPO
112
Cerity Partners OCIO
New York
$514K +$4.43K +80 +0.9%
HCA
113
Heck Capital Advisors
Wisconsin
$497K +$164K +2,965 +49%
CAC
114
Certified Advisory Corp
Florida
$493K +$493K +8,907 New
FAAS
115
First Allied Advisory Services
California
$488K +$98K +1,774 +25%
WPC
116
White Pine Capital
Minnesota
$483K +$483K +8,710 New
PTC
117
Private Trust Company
Ohio
$482K +$67.2K +1,215 +16%
PSUF
118
People's United Financial
Connecticut
$403K +$403K +7,275 New
APG
119
Abacus Planning Group
South Carolina
$392K +$392K +7,069 New
SCM
120
SOL Capital Management
Maryland
$391K
NPF
121
Norris Perne & French
Michigan
$387K
LFS
122
Legacy Financial Strategies
Kansas
$385K +$385K +6,952 New
HA
123
Heartland Advisors
Wisconsin
$378K +$378K +6,820 New
SWP
124
Stratos Wealth Partners
Ohio
$365K +$90.2K +1,629 +33%
CCMD
125
Cypress Capital Management (Delaware)
Delaware
$364K