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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 %
SPIA
251
Steward Partners Investment Advisory
New York
$364K +$143K +2,069 +64%
MGIA
252
Moneta Group Investment Advisors
Missouri
$357K +$357K +5,181 New
PO
253
Private Ocean
California
$356K +$356K +5,169 New
OWA
254
Octavia Wealth Advisors
Ohio
$354K -$80.9K -1,174 -19%
BCM
255
BTC Capital Management
Iowa
$354K
SCM
256
SOL Capital Management
Maryland
$353K
CWC
257
Carolinas Wealth Consulting
North Carolina
$349K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$347K -$506K -7,346 -59%
BEI
259
Benjamin Edwards Inc
Missouri
$338K -$38.8K -562 -10%
UFA
260
US Financial Advisors
Massachusetts
$338K +$338K +4,911 New
DJSG
261
D.J. St. Germain
Massachusetts
$337K -$10.6K -154 -3%
EIP
262
Ellis Investment Partners
Pennsylvania
$330K -$9.98K -145 -3%
SS
263
Sunbelt Securities
Texas
$327K +$327K +4,740 New
VCA
264
Verdence Capital Advisors
Maryland
$318K +$1.17K +17 +0.4%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$312K -$50K -726 -14%
WCM
266
Windham Capital Management
Massachusetts
$310K
SC
267
Savant Capital
Illinois
$308K +$10.4K +151 +3%
CRI
268
Colonial River Investments
Virginia
$307K +$18.7K +271 +6%
AIA
269
Angeles Investment Advisors
California
$305K +$305K +4,421 New
VAS
270
Vestmark Advisory Solutions
Massachusetts
$300K +$300K +4,347 New
LNC
271
Lincoln National Corp
Pennsylvania
$300K +$300K +4,358 New
B
272
Bellecapital
Switzerland
$296K -$532K -7,709 -64%
CS
273
Comerica Securities
Michigan
$289K -$1.44M -20,875 -83%
EVM
274
Eaton Vance Management
Massachusetts
$277K +$277K +4,021 New
DADC
275
D.A. Davidson & Co
Montana
$274K