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iShares Core S&P US Value ETF

143 hedge funds and large institutions have $1.15B invested in iShares Core S&P US Value ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
25
Increased
49
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$271M 5,317,776 +1,835,739 +53%
Bank of America
2
Bank of America
North Carolina
$268M 5,269,613 +2,118,220 +67%
AC
3
Alleghany Corporation
New York
$134M 2,637,000 +2,637,000 New
AL
4
Aspiriant LLC
California
$70.7M 1,387,911 -24,387 -2%
TFF
5
The Family Firm
Maryland
$37.8M 262,590 +6,280 +2%
Morgan Stanley
6
Morgan Stanley
New York
$28.8M 565,615 +160,012 +39%
SMA
7
Simply Money Advisors
Ohio
$22.7M 444,944 +19,111 +4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$22.3M 438,294 +205,780 +89%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.8M 348,709 +186,054 +114%
PAG
10
Private Advisor Group
New Jersey
$16.2M 317,889 +150,428 +90%
Wells Fargo
11
Wells Fargo
California
$15.2M 299,135 -22,922 -7%
EA
12
Edge Advisors
Georgia
$13.8M 271,725 -4,916 -2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$13.3M 261,457 -3,035 -1%
William Blair & Company
14
William Blair & Company
Illinois
$12.8M 251,309 -9,867 -4%
Ameriprise
15
Ameriprise
Minnesota
$11.3M 222,816 +9,096 +4%
MIAN
16
Mariner Independent Advisor Network
Kansas
$10.2M 200,008 +200,008 New
UBS Group
17
UBS Group
Switzerland
$10.1M 198,296 -20,944 -10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.55M 187,367 +20,675 +12%
SGAM
19
Steinberg Global Asset Management
Florida
$9.52M 186,831 +186,831 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.95M 175,745 +19,142 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.43M 165,434 +140,906 +574%
EIC
22
Equity Investment Corp
Georgia
$6.82M 133,799 -22,178 -14%
Jane Street
23
Jane Street
New York
$6.68M 131,102 -245,710 -65%
SPC
24
Sigma Planning Corp
Michigan
$6.62M 129,856 +95,473 +278%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$5.74M 112,717 -297 -0.3%