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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 %
CI
176
CX Institutional
Indiana
$385K -$1.14M -19,683 -75%
PWAP
177
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$4.63K +80 +1%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$362K -$20.1K -348 -5%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$362K -$2.66K -46 -0.7%
IA
180
IFP Advisors
Florida
$358K +$358K +6,286 New
SMFS
181
Squar Milner Financial Services
California
$346K
RBC
182
Roble Belko & Company
Pennsylvania
$339K -$14.5K -250 -4%
PPW
183
Pasadena Private Wealth
California
$337K
FHA
184
Flagship Harbor Advisors
Massachusetts
$332K +$26.5K +460 +9%
M&T Bank
185
M&T Bank
New York
$317K +$317K +5,481 New
SWA
186
Stratos Wealth Advisors
Ohio
$311K +$17.3K +300 +6%
NGA
187
Naples Global Advisors
Florida
$304K -$5.38K -93 -2%
DADC
188
D.A. Davidson & Co
Montana
$304K
MA
189
Mutual Advisors
Nebraska
$304K +$7.97K +138 +3%
AP
190
Appleton Partners
Massachusetts
$303K -$26K -450 -8%
BCM
191
BTC Capital Management
Iowa
$297K
GJIC
192
Gamble Jones Investment Counsel
California
$294K +$6.7K +116 +2%
MAFM
193
Mid Atlantic Financial Management
Pennsylvania
$284K -$91.9K -1,590 -24%
PA
194
PFG Advisors
Arizona
$284K +$1.69K +30 +0.6%
DJSG
195
D.J. St. Germain
Massachusetts
$283K
BRWA
196
B. Riley Wealth Advisors
Florida
$278K -$5.68K -98 -2%
WCM
197
Windham Capital Management
Massachusetts
$260K
BPWA
198
Beacon Pointe Wealth Advisors
California
$260K +$260K +4,495 New
TSS
199
Two Sigma Securities
New York
$258K +$258K +4,471 New
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K +$8.11K +140 +3%