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iShares Core S&P US Value ETF

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
126
Legacy Financial Advisors
Kentucky
$848K +$848K +17,265 New
SJIC
127
St. James Investment Company
Texas
$848K +$848K +17,265 New
Stifel Financial
128
Stifel Financial
Missouri
$823K +$424K +8,653 +106%
FHC
129
First Heartland Consultants
Missouri
$787K +$151K +3,070 +24%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$786K +$315K +5,989 +67%
CG
131
CFO4Life Group
Texas
$757K
CA
132
Cetera Advisors
Colorado
$753K +$165K +3,361 +28%
AI
133
Atria Investments
North Carolina
$752K +$752K +15,314 New
WPC
134
White Pine Capital
Minnesota
$743K +$49.2K +1,002 +7%
Comerica Bank
135
Comerica Bank
Texas
$734K +$734K +13,989 New
PFC
136
Personal Financial Consultants
California
$729K +$9.37K +191 +1%
BRWA
137
B. Riley Wealth Advisors
Florida
$693K +$82.5K +1,678 +14%
PA
138
Prism Advisors
California
$680K
PSUF
139
People's United Financial
Connecticut
$680K +$129K +2,622 +23%
SCM
140
Sitrin Capital Management
California
$672K -$10.8K -219 -2%
Citigroup
141
Citigroup
New York
$665K -$28.3K -577 -4%
Creative Planning
142
Creative Planning
Kansas
$661K +$217K +4,428 +49%
LFS
143
Legacy Financial Strategies
Kansas
$632K +$206K +4,203 +48%
NWP
144
Northstar Wealth Partners
Connecticut
$618K +$3.19K +65 +0.5%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$590K +$590K +12,020 New
B
146
Bellecapital
Switzerland
$589K
CB
147
Commerce Bank
Missouri
$549K +$549K +11,173 New
RJT
148
Raymond James Trust
Florida
$539K +$163K +3,326 +43%
UWPG
149
Ullmann Wealth Partners Group
Florida
$532K
WT
150
Whittier Trust
California
$526K