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iShares Core S&P US Value ETF

94 hedge funds and large institutions have $280M invested in iShares Core S&P US Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 86 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
86
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AL
1
Aspiriant LLC
California
$75.8M 1,643,412 +974,552 +146%
TFF
2
The Family Firm
Maryland
$33.9M 264,062 -2,673 -1%
Bank of America
3
Bank of America
North Carolina
$32.7M 709,077 +539,246 +318%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$11.9M 257,370 +167,948 +188%
William Blair & Company
5
William Blair & Company
Illinois
$11.2M 243,393 +161,181 +196%
Morgan Stanley
6
Morgan Stanley
New York
$11M 238,404 +170,139 +249%
Wells Fargo
7
Wells Fargo
California
$8.38M 181,748 +129,676 +249%
LPL Financial
8
LPL Financial
California
$7.71M 168,958 +105,764 +167%
UBS Group
9
UBS Group
Switzerland
$5.54M 120,081 +80,079 +200%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$5.31M 115,054 +76,504 +198%
Goldman Sachs
11
Goldman Sachs
New York
$4.95M 107,370 +71,609 +200%
TPWA
12
TRUE Private Wealth Advisors
Oregon
$4.64M 102,214 +72,023 +239%
FPIS
13
Financial Planning & Information Services
Wisconsin
$4.58M 99,381 +63,119 +174%
Ameriprise
14
Ameriprise
Minnesota
$4M 86,800 +56,463 +186%
US Bancorp
15
US Bancorp
Minnesota
$3.83M 83,022 +53,142 +178%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.4M 73,698 +49,089 +199%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.37M 73,125 +49,567 +210%
AMG
18
Asset Management Group
Connecticut
$3.27M 70,903 +47,216 +199%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2.96M 64,822 +42,844 +195%
JHC
20
JFB Holdings Corp
Georgia
$2.87M 62,169 +51,264 +470%
AG
21
Advisor Group
Arizona
$2.61M 56,551 +38,242 +209%
HCM
22
Howland Capital Management
Massachusetts
$2.49M 54,054 +36,036 +200%
Boston Partners
23
Boston Partners
Massachusetts
$2.25M 48,696 +32,464 +200%
OLA
24
Oliver Luxxe Assets
New Jersey
$2.05M 44,446 +30,717 +224%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$1.85M 40,028 +28,458 +246%