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iShares Core S&P US Value ETF

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
226
FourThought Financial
Florida
$570K -$78.3K -1,105 -12%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$566K -$5.18K -73 -0.9%
FTS
228
Fifth Third Securities
Ohio
$564K +$564K +7,954 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$560K +$3.25K +45 +0.6%
MMPW
230
Mitchell McLeod Pugh & Williams
Alabama
$542K +$542K +7,653 New
SPIA
231
Steward Partners Investment Advisory
New York
$535K +$94.1K +1,327 +21%
WT
232
Whittier Trust
California
$522K
BPA
233
Beacon Pointe Advisors
California
$519K -$33.3K -470 -6%
GIA
234
Gladstone Institutional Advisory
Florida
$515K +$9.71K +137 +2%
KL
235
KWMG LLC
Kansas
$502K -$10.6K -149 -2%
UWPG
236
Ullmann Wealth Partners Group
Florida
$498K +$284 +4 +0.1%
SAS
237
Sanford Advisory Services
Michigan
$493K +$38.7K +546 +9%
NA
238
NewEdge Advisors
Louisiana
$492K -$84.5K -1,192 -15%
CL
239
CIM LLC
New York
$492K -$24.2K -320 -5%
Northern Trust
240
Northern Trust
Illinois
$492K +$8.86K +125 +2%
Bessemer Group
241
Bessemer Group
New Jersey
$483K +$463K +6,537 +2,351%
IA
242
IFP Advisors
Florida
$482K +$54.5K +758 +13%
APG
243
Abacus Planning Group
South Carolina
$478K
CCMD
244
Cypress Capital Management (Delaware)
Delaware
$476K
BFG
245
Barber Financial Group
Kansas
$464K +$16.5K +233 +4%
CPW
246
Catalyst Private Wealth
California
$459K +$459K +6,481 New
CAM
247
Cozad Asset Management
Illinois
$452K
MGIA
248
Moneta Group Investment Advisors
Missouri
$440K +$440K +6,208 New
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$436K -$256K -3,615 -37%
SW
250
SVB Wealth
Massachusetts
$432K -$413K -5,841 -49%