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iShares Core S&P US Value ETF

266 hedge funds and large institutions have $4.36B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
22
Increased
94
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFP
126
Narus Financial Partners
Utah
$790K
SWM
127
Sequoia Wealth Management
Illinois
$788K +$308K +5,344 +64%
Renaissance Technologies
128
Renaissance Technologies
New York
$786K -$231K -4,000 -23%
NWP
129
Northstar Wealth Partners
Connecticut
$776K +$28.8K +498 +4%
CFA
130
Carroll Financial Associates
North Carolina
$773K
SFA
131
Sequoia Financial Advisors
Ohio
$772K -$123K -2,122 -14%
CB
132
Commerce Bank
Missouri
$737K -$10.1K -175 -1%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$724K -$232K -4,019 -24%
DLCIG
134
D.L. Carlson Investment Group
New Hampshire
$723K -$188K -3,258 -21%
OC
135
Oppenheimer & Co
New York
$717K +$717K +12,405 New
WPC
136
White Pine Capital
Minnesota
$714K -$130K -2,240 -15%
BAM
137
Baldrige Asset Management
Pennsylvania
$712K +$93K +1,608 +15%
WS
138
Wedbush Securities
California
$700K +$271K +4,689 +63%
RHBC
139
R.H. Bluestein & Co
Michigan
$699K +$699K +12,098 New
B
140
Bellecapital
Switzerland
$694K
MIAN
141
Mariner Independent Advisor Network
Kansas
$685K +$685K +11,997 New
AAS
142
Avantax Advisory Services
Texas
$678K +$423K +7,310 +165%
FCA
143
FinTrust Capital Advisors
South Carolina
$668K -$853K -14,752 -56%
AWE
144
Avidian Wealth Enterprises
Texas
$665K -$39.2M -677,594 -98%
SCM
145
Sitrin Capital Management
California
$663K -$129K -2,238 -16%
ACA
146
Anchor Capital Advisors
Massachusetts
$629K
APA
147
American Portfolios Advisors
New York
$623K +$16.8K +291 +3%
HNB
148
Huntington National Bank
Ohio
$600K
ATC
149
Argent Trust Co
Tennessee
$600K
Comerica Bank
150
Comerica Bank
Texas
$545K