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iShares Core S&P US Value ETF

305 hedge funds and large institutions have $3.94B invested in iShares Core S&P US Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-39
Holders Change %
-11.34%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
34
Increased
122
Reduced
89
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
151
American Portfolios Advisors
New York
$611K +$116K +2,505 +23%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$600K -$528K -11,996 -47%
NWP
153
Northstar Wealth Partners
Connecticut
$596K -$29.8K -647 -5%
MWM
154
Modera Wealth Management
New Jersey
$589K +$589K +12,744 New
APWM
155
Atlas Private Wealth Management
New York
$586K +$58.5K +1,268 +11%
IFG
156
Investors Financial Group
Minnesota
$584K -$29.6K -641 -5%
PFM
157
Phillips Financial Management
Indiana
$568K +$568K +12,895 New
MIAN
158
Mariner Independent Advisor Network
Kansas
$563K +$11.5K +257 +2%
IWAG
159
Integer Wealth Advisors Group
Georgia
$561K +$12.5K +245 +2%
WPC
160
White Pine Capital
Minnesota
$555K -$4.16K -90 -0.7%
B
161
Bellecapital
Switzerland
$554K
BAM
162
Baldrige Asset Management
Pennsylvania
$532K -$49.3K -1,068 -8%
BA
163
Bristlecone Advisors
Washington
$516K +$364K +7,870 +238%
HNB
164
Huntington National Bank
Ohio
$514K +$34.4K +744 +7%
CWC
165
Carolinas Wealth Consulting
North Carolina
$513K +$513K +11,099 New
ACA
166
Anchor Capital Advisors
Massachusetts
$502K
BFWA
167
Benchmark Financial Wealth Advisors
Florida
$499K +$186K +4,034 +60%
ATC
168
Argent Trust Co
Tennessee
$480K
SCM
169
SOL Capital Management
Maryland
$463K
Comerica Bank
170
Comerica Bank
Texas
$462K -$699 -14 -0.2%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$446K +$107K +2,322 +32%
FNBOH
172
First National Bank of Hutchinson
Kansas
$437K -$50.8K -1,100 -10%
Creative Planning
173
Creative Planning
Kansas
$432K +$37.3K +808 +9%
AIA
174
Angeles Investment Advisors
California
$430K +$430K +8,230 New
V
175
Veritable
Delaware
$419K -$70.2K -1,521 -14%