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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 %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$251K +$29K +500 +13%
CGA
202
Crescent Grove Advisors
Illinois
$242K
RE
203
RBC Europe
United Kingdom
$240K
EIP
204
Ellis Investment Partners
Pennsylvania
$239K -$38.9K -685 -14%
AWMS
205
Advocacy Wealth Management Services
Georgia
$231K +$231K +4,000 New
PFA
206
Pinnacle Family Advisors
Missouri
$230K +$116 +2 +0.1%
NL
207
NWAM LLC
Washington
$225K +$6.35K +110 +3%
BPA
208
Beacon Pointe Advisors
California
$204K
CAL
209
Capital Analysts LLC
Pennsylvania
$196K
NCM
210
Next Capital Management
New York
$184K -$7.47K -129 -4%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$181K -$23.9K -414 -12%
SFC
212
SYM Financial Corp
Indiana
$165K -$17.3K -301 -10%
SPIA
213
Steward Partners Investment Advisory
New York
$157K -$19.1K -331 -11%
TL
214
TrueWealth LLC
Georgia
$153K
SFS
215
Sowell Financial Services
Arkansas
$122K +$122K +2,118 New
MA
216
MCF Advisors
Kentucky
$116K -$174K -3,007 -60%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$107K
FFC
218
First Financial Corp
Indiana
$102K
FM
219
Family Management
New York
$79K
LGWM
220
Litman Gregory Wealth Management
California
$79K
ADL
221
Asset Dedication LLC
California
$78K -$3.03K -52 -4%
MMG
222
Monetary Management Group
Missouri
$74K
SF
223
Synovus Financial
Georgia
$66K +$234 +4 +0.4%
BEI
224
Benjamin Edwards Inc
Missouri
$57K -$1.52K -26 -3%
CIA
225
Cascade Investment Advisors
Oregon
$55.5K