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iShares Core S&P US Value ETF

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$469K +$49.2K +713 +12%
Northern Trust
227
Northern Trust
Illinois
$469K +$469K +6,814 New
MP
228
McDonald Partners
Ohio
$465K -$414 -6 -0.1%
APG
229
Abacus Planning Group
South Carolina
$464K
WS
230
Wedbush Securities
California
$464K +$129K +1,870 +38%
FFN
231
Focus Financial Network
Minnesota
$463K +$463K +6,714 New
CCMD
232
Cypress Capital Management (Delaware)
Delaware
$456K -$12.1K -175 -3%
SAS
233
Sanford Advisory Services
Michigan
$442K +$98.8K +1,433 +29%
CAM
234
Cozad Asset Management
Illinois
$439K
TC
235
Trilogy Capital
California
$434K +$434K +6,299 New
VAM
236
Verity Asset Management
North Carolina
$433K +$433K +6,290 New
PWM
237
PBMares Wealth Management
Virginia
$427K -$27.2K -395 -6%
SFC
238
SYM Financial Corp
Indiana
$426K +$22.7K +330 +6%
V
239
Veritable
Delaware
$416K
CWM
240
Collaborative Wealth Management
Florida
$410K +$410K +5,408 New
RBC
241
Roble Belko & Company
Pennsylvania
$404K
GJIC
242
Gamble Jones Investment Counsel
California
$404K +$33.5K +486 +9%
TC
243
TAP Consulting
Missouri
$397K -$24.8K -360 -6%
RG
244
Rikoon Group
New Mexico
$394K +$13.1K +190 +3%
SC
245
Sierra Capital
Florida
$393K +$393K +5,708 New
JWCA
246
J.W. Cole Advisors
Florida
$385K -$4.34K -63 -1%
AF
247
Advisornet Financial
Minnesota
$383K +$293K +4,253 +325%
GIA
248
Gladstone Institutional Advisory
Florida
$379K +$82.5K +1,197 +28%
LFAS
249
Level Four Advisory Services
Texas
$378K +$119K +1,731 +46%
MWM
250
Modera Wealth Management
New Jersey
$368K