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iShares Core S&P US Value ETF

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
276
Lenox Wealth Advisors
New York
$21K
TC
277
Trust Company
Kansas
$21K
S
278
SignatureFD
Georgia
$16K -$97.9K -1,774 -86%
SWM
279
Sugarloaf Wealth Management
Georgia
$16K
VRM
280
Vectors Research Management
New York
$12K
HIA
281
Harbor Investment Advisory
Maryland
$11K
BWM
282
BNC Wealth Management
Oregon
$11K +$11K +204 New
HWA
283
HCR Wealth Advisors
California
$10K
MFT
284
Moisand Fitzgerald Tamayo
Florida
$10K +$10K +188 New
AIM
285
Anchor Investment Management
South Carolina
$9.77K
LFG
286
Larson Financial Group
Missouri
$9K +$9K +171 New
LDFR
287
Lehman & Derafelo Financial Resources
Pennsylvania
$8K
F
288
F3Logic
Minnesota
$6.79K +$6.79K +125 New
WTC
289
WhitTier Trust Company
Nevada
$6K
CCM
290
Chiron Capital Management
Florida
$6K +$6K +108 New
BA
291
Ballast Advisors
Minnesota
$5K -$41.5K -822 -89%
VFA
292
Valeo Financial Advisors
Indiana
$5K -$20.1K -401 -80%
JCM
293
Jacobi Capital Management
Pennsylvania
$5K
GT
294
Glenmede Trust
Pennsylvania
$4K +$4K +84 New
KFS
295
Kelly Financial Services
Massachusetts
$3.57K +$54 +1 +2%
Deutsche Bank
296
Deutsche Bank
Germany
$3K -$1.79M -37,505 -100%
PC
297
Permanens Capital
New York
$3K -$6.06K -109 -67%
JFA
298
JNBA Financial Advisors
Minnesota
$3K
AIC
299
Archer Investment Corporation
Indiana
$2.44K
HFA
300
Hoover Financial Advisors
Pennsylvania
$2K