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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
P
226
&Partners
Tennessee
$1.87M +$1.42M +16,107 +316%
RWP
227
RWA Wealth Partners
Massachusetts
$1.85M -$14.2K -161 -0.8%
HP
228
Holistic Planning
Texas
$1.84M -$63.3K -700 -3%
CFA
229
Cahill Financial Advisors
Minnesota
$1.83M +$266K +3,022 +17%
1CP
230
17 Capital Partners
Arizona
$1.82M +$84K +953 +5%
LFS
231
Legacy Financial Strategies
Kansas
$1.82M
EGM
232
Engineers Gate Manager
New York
$1.81M +$1.81M +20,544 New
CAG
233
Crestwood Advisors Group
Massachusetts
$1.81M +$8.55K +97 +0.5%
SPI
234
Sutton Place Investors
New York
$1.77M +$8.55K +97 +0.5%
SC
235
Syon Capital
California
$1.72M -$23.5K -267 -1%
NFG
236
Nations Financial Group
Iowa
$1.67M +$649K +7,360 +64%
SWC
237
Spectrum Wealth Counsel
Indiana
$1.66M -$1.02M -11,581 -38%
CHJWM
238
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M -$60.3K -654 -4%
GL
239
Graypoint LLC
New York
$1.54M +$1.54M +17,510 New
TWM
240
TriaGen Wealth Management
California
$1.53M -$4.41K -50 -0.3%
TVAMP
241
Tennessee Valley Asset Management Partners
Tennessee
$1.52M +$4.14K +47 +0.3%
Deutsche Bank
242
Deutsche Bank
Germany
$1.52M -$234K -2,650 -13%
PA
243
PFG Advisors
Arizona
$1.51M +$208K +2,360 +16%
FFA
244
Farther Finance Advisors
California
$1.49M +$170K +1,942 +13%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$1.47M -$58.6K -665 -4%
1WM
246
1900 Wealth Management
Texas
$1.46M -$2.33M -26,426 -61%
VAM
247
Verity Asset Management
North Carolina
$1.41M +$755K +8,562 +115%
SFG
248
Sovereign Financial Group
Connecticut
$1.37M -$18.2K -206 -1%
LGWM
249
Litman Gregory Wealth Management
California
$1.36M +$118K +1,339 +9%
CG
250
CFO4Life Group
Texas
$1.36M