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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 %
SF
176
Synovus Financial
Georgia
$68K
MMG
177
Monetary Management Group
Missouri
$68K
APSP
178
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K
RFC
179
Regions Financial Corp
Alabama
$50K +$17.7K +332 +55%
PMFA
180
Plante Moran Financial Advisors
Michigan
$44K +$589 +11 +1%
RFM
181
Royal Fund Management
Florida
$44K +$44K +825 New
IF
182
Ironwood Financial
Arizona
$43K
OIA
183
OneDigital Investment Advisors
Kansas
$43K
BA
184
Ballew Advisors
Mississippi
$40K
CFD
185
Creative Financial Designs
Indiana
$35K
QCIG
186
Quad-Cities Investment Group
Iowa
$28K +$28K +516 New
RFA
187
Reilly Financial Advisors
California
$26K
SFM
188
Signet Financial Management
New Jersey
$24K -$8.43K -156 -26%
GI
189
Gradient Investments
Minnesota
$21K +$11.5K +211 +122%
LWA
190
Lenox Wealth Advisors
New York
$21K +$21K +395 New
FIA
191
FNY Investment Advisers
New York
$21K +$21K +405 New
B
192
Bridgeworth
Alabama
$17K +$17K +317 New
TFS
193
TrustCore Financial Services
Tennessee
$16K
JCM
194
Jacobi Capital Management
Pennsylvania
$15K +$6.7K +126 +81%
CFG
195
Citizens Financial Group
Rhode Island
$15K +$15K +283 New
SIA
196
SeaBridge Investment Advisors
New Jersey
$10K
HR
197
Howe & Rusling
New York
$10K +$10K +190 New
AIM
198
Anchor Investment Management
South Carolina
$9.66K
CCM
199
Cribstone Capital Management
Maine
$8K
VFA
200
Valeo Financial Advisors
Indiana
$6K