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iShares Core S&P US Value ETF

118 hedge funds and large institutions have $460M invested in iShares Core S&P US Value ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.18%
New
33
Increased
40
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$75.7M 1,539,831 +830,754 +117%
AL
2
Aspiriant LLC
California
$73.6M 1,497,549 -145,863 -9%
TFF
3
The Family Firm
Maryland
$35.2M 264,344 +282 +0.1%
SMA
4
Simply Money Advisors
Ohio
$20M 407,211 +407,211 New
Morgan Stanley
5
Morgan Stanley
New York
$17.2M 350,589 +112,185 +47%
EA
6
Edge Advisors
Georgia
$13.6M 276,831 +276,831 New
LPL Financial
7
LPL Financial
California
$13.4M 269,946 +100,988 +60%
William Blair & Company
8
William Blair & Company
Illinois
$12.6M 257,256 +13,863 +6%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$12.5M 254,539 -2,831 -1%
Wells Fargo
10
Wells Fargo
California
$11.1M 226,723 +44,975 +25%
MIAN
11
Mariner Independent Advisor Network
Kansas
$10M 203,966 +203,966 New
Jane Street
12
Jane Street
New York
$9.8M 199,387 +174,574 +704%
SPC
13
Sigma Planning Corp
Michigan
$9.48M 192,975 +178,794 +1,261%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.56M 153,796 +80,671 +110%
EIC
15
Equity Investment Corp
Georgia
$7.37M 149,974 +149,974 New
UBS Group
16
UBS Group
Switzerland
$6.18M 125,864 +5,783 +5%
HCA
17
Heck Capital Advisors
Wisconsin
$6.18M 125,706 +125,706 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$6.12M 124,570 +9,516 +8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$5.33M 108,475 +87,557 +419%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$5.32M 107,758 +5,544 +5%
Goldman Sachs
21
Goldman Sachs
New York
$5.25M 106,827 -543 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.11M 103,910 +30,212 +41%
Ameriprise
23
Ameriprise
Minnesota
$4.87M 99,076 +12,276 +14%
FPIS
24
Financial Planning & Information Services
Wisconsin
$4.66M 94,800 -4,581 -5%
US Bancorp
25
US Bancorp
Minnesota
$4.61M 93,845 +10,823 +13%