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iShares Core S&P US Value ETF

147 hedge funds and large institutions have $1.48B invested in iShares Core S&P US Value ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
20
Increased
64
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$614M 11,729,682 +6,460,069 +123%
LPL Financial
2
LPL Financial
California
$318M 6,069,036 +751,260 +14%
AL
3
Aspiriant LLC
California
$64.8M 1,238,600 -149,311 -11%
TFF
4
The Family Firm
Maryland
$39.4M 264,193 +1,603 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$32.6M 623,016 +57,401 +10%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$31.8M 607,444 +169,150 +39%
SMA
7
Simply Money Advisors
Ohio
$24.1M 460,714 +15,770 +4%
AWE
8
Avidian Wealth Enterprises
Texas
$19.6M 374,171 +374,171 New
HighTower Advisors
9
HighTower Advisors
Illinois
$16.9M 323,401 -25,308 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.9M 303,664 +138,230 +84%
UBS Group
11
UBS Group
Switzerland
$15.9M 303,276 +104,980 +53%
MIM
12
Miller Investment Management
Pennsylvania
$15.1M 287,928 +287,928 New
Ameriprise
13
Ameriprise
Minnesota
$15M 285,936 +63,120 +28%
Wells Fargo
14
Wells Fargo
California
$14.3M 272,436 -26,699 -9%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$13.8M 263,528 +2,071 +0.8%
SPC
16
Sigma Planning Corp
Michigan
$13.5M 258,140 +128,284 +99%
PAG
17
Private Advisor Group
New Jersey
$13.2M 249,943 -67,946 -21%
William Blair & Company
18
William Blair & Company
Illinois
$13.1M 250,646 -663 -0.3%
EA
19
Edge Advisors
Georgia
$11.3M 215,325 -56,400 -21%
SGAM
20
Steinberg Global Asset Management
Florida
$10.9M 208,958 +22,127 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.2M 195,748 +20,003 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.47M 180,910 -6,457 -3%
Jane Street
23
Jane Street
New York
$8.74M 166,921 +35,819 +27%
Goldman Sachs
24
Goldman Sachs
New York
$6.85M 130,816 +22,865 +21%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$6.45M 123,226 +10,509 +9%