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iShares Core S&P US Value ETF

210 hedge funds and large institutions have $2.72B invested in iShares Core S&P US Value ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+11
Holders Change %
+5.53%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
26
Increased
88
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$690K +$55.7K +1,038 +9%
SWP
102
Stratos Wealth Partners
Ohio
$683K +$173K +3,213 +34%
NWP
103
Northstar Wealth Partners
Connecticut
$681K
UWPG
104
Ullmann Wealth Partners Group
Florida
$674K -$62.6K -1,168 -9%
FWM
105
FFT Wealth Management
Pennsylvania
$654K +$258K +4,802 +65%
B
106
Bellecapital
Switzerland
$644K
WPC
107
White Pine Capital
Minnesota
$644K +$99.3K +1,850 +18%
ATC
108
Argent Trust Co
Tennessee
$583K -$804 -15 -0.1%
WT
109
Whittier Trust
California
$575K
HNB
110
Huntington National Bank
Ohio
$558K
CA
111
Cetera Advisors
Colorado
$552K -$14K -261 -2%
PSUF
112
People's United Financial
Connecticut
$548K +$121K +2,255 +28%
Creative Planning
113
Creative Planning
Kansas
$534K
CFA
114
Carroll Financial Associates
North Carolina
$516K +$98.6K +1,840 +24%
BTS
115
BB&T Securities
Virginia
$513K -$162K -3,028 -24%
CPO
116
Cerity Partners OCIO
New York
$500K
Renaissance Technologies
117
Renaissance Technologies
New York
$499K -$134K -2,500 -21%
CAC
118
Certified Advisory Corp
Florida
$478K
HCA
119
Heck Capital Advisors
Wisconsin
$477K +$18.1K +338 +4%
SWM
120
Sequoia Wealth Management
Illinois
$455K +$144K +2,590 +46%
PTC
121
Private Trust Company
Ohio
$452K -$14K -261 -3%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415K +$10.5K +195 +3%
Stifel Financial
123
Stifel Financial
Missouri
$412K -$1.18K -22 -0.3%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$407K +$407K +7,420 New
SB
125
Suntrust Banks
Georgia
$404K -$43.9K -819 -10%