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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 %
SC
251
Sierra Capital
Florida
$423K
GJIC
252
Gamble Jones Investment Counsel
California
$418K -$13.3K -188 -3%
RBC
253
Roble Belko & Company
Pennsylvania
$416K
BRWA
254
B. Riley Wealth Advisors
Florida
$408K -$6.59M -92,847 -94%
TC
255
TownSquare Capital
Utah
$404K +$404K +5,705 New
PWM
256
PBMares Wealth Management
Virginia
$392K -$11.7K -165 -3%
VAS
257
Vestmark Advisory Solutions
Massachusetts
$385K +$13.7K +193 +4%
MP
258
McDonald Partners
Ohio
$384K
VCA
259
Verdence Capital Advisors
Maryland
$382K +$51.2K +723 +15%
MWM
260
Modera Wealth Management
New Jersey
$376K -$2.27K -32 -0.6%
AIC
261
Ameritas Investment Company
Nebraska
$368K +$229K +3,232 +165%
EFS
262
Essex Financial Services
Connecticut
$367K +$98.1K +1,384 +36%
SCM
263
SOL Capital Management
Maryland
$364K
BCM
264
BTC Capital Management
Iowa
$364K
BFS
265
Bradley Foster & Sargent
Connecticut
$361K +$361K +5,087 New
CWC
266
Carolinas Wealth Consulting
North Carolina
$359K +$71 +1 +0%
SS
267
Sunbelt Securities
Texas
$355K
PO
268
Private Ocean
California
$349K -$17.1K -241 -5%
DJSG
269
D.J. St. Germain
Massachusetts
$347K
EIP
270
Ellis Investment Partners
Pennsylvania
$334K -$6.45K -91 -2%
CS
271
Comerica Securities
Michigan
$330K -$113K -1,601 -26%
EVM
272
Eaton Vance Management
Massachusetts
$329K +$3.4K +48 +1%
BEI
273
Benjamin Edwards Inc
Missouri
$328K -$3.34K -47 -1%
V
274
Veritable
Delaware
$320K -$113K -1,599 -26%
WCM
275
Windham Capital Management
Massachusetts
$319K