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iShares Core S&P US Value ETF

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
126
Heck Capital Advisors
Wisconsin
$501K
PTC
127
Private Trust Company
Ohio
$498K +$23.3K +414 +5%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K +$51.1K +906 +12%
LFS
129
Legacy Financial Strategies
Kansas
$470K +$125K +2,313 +36%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$469K +$79.9K +1,523 +21%
Stifel Financial
131
Stifel Financial
Missouri
$462K +$25.6K +453 +6%
CAC
132
Certified Advisory Corp
Florida
$454K -$48.4K -859 -10%
SB
133
Suntrust Banks
Georgia
$437K +$11.8K +209 +3%
RJT
134
Raymond James Trust
Florida
$431K +$16.1K +287 +4%
SCM
135
SOL Capital Management
Maryland
$419K +$22.6K +400 +6%
ASN
136
Advisory Services Network
Georgia
$403K -$3.49K -62 -0.9%
CCMD
137
Cypress Capital Management (Delaware)
Delaware
$399K
APG
138
Abacus Planning Group
South Carolina
$398K
NPF
139
Norris Perne & French
Michigan
$393K
OIA
140
Optimum Investment Advisors
Illinois
$389K +$135K +2,400 +53%
RG
141
Rikoon Group
New Mexico
$382K +$33.8K +600 +10%
AP
142
Appleton Partners
Massachusetts
$355K
EAM
143
Evanson Asset Management
California
$355K +$2.14K +38 +0.6%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$353K -$4.51K -80 -1%
RBC
145
Roble Belko & Company
Pennsylvania
$345K
GLA
146
Good Life Advisors
Pennsylvania
$343K +$34K +605 +11%
PWAP
147
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$337K +$337K +5,980 New
KA
148
Kovack Advisors
Florida
$328K +$328K +5,822 New
NGA
149
Naples Global Advisors
Florida
$317K +$49K +870 +18%
DJSG
150
D.J. St. Germain
Massachusetts
$312K