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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 %
FANJ
276
Financial Architects (New Jersey)
New Jersey
$309K
B
277
Bellecapital
Switzerland
$304K
OWA
278
Octavia Wealth Advisors
Ohio
$297K -$31.2K -440 -10%
MCM
279
MAI Capital Management
Ohio
$292K +$292K +4,119 New
BFC
280
Bedel Financial Consulting
Indiana
$285K +$2.98K +42 +1%
BCA
281
Bay Colony Advisors
Massachusetts
$283K +$425 +6 +0.2%
DADC
282
D.A. Davidson & Co
Montana
$282K
WP
283
WealthPLAN Partners
Nebraska
$281K
SC
284
Scotia Capital
Ontario, Canada
$278K +$4.68K +66 +2%
MIAS
285
Mason Investment Advisory Services
Virginia
$276K
SSWM
286
Sheets Smith Wealth Management
North Carolina
$274K
TC
287
TAP Consulting
Missouri
$271K -$5.74K -81 -2%
NFG
288
Nations Financial Group
Iowa
$268K +$268K +3,776 New
CWP
289
Curated Wealth Partners
California
$266K
BO
290
Bank OZK
Arkansas
$265K -$7.22K -102 -3%
PAS
291
Park Avenue Securities
New York
$263K -$19.6K -276 -7%
TSS
292
Two Sigma Securities
New York
$263K +$263K +3,716 New
PP
293
Patten & Patten
Tennessee
$262K
RWP
294
Ridgecrest Wealth Partners
California
$262K
IIC
295
Integrated Investment Consultants
Michigan
$260K
FRA
296
Front Row Advisors
California
$260K
AP
297
Appleton Partners
Massachusetts
$255K
NGA
298
Naples Global Advisors
Florida
$252K -$15.6K -220 -6%
MGAM
299
McGowan Group Asset Management
Texas
$245K +$1.49K +21 +0.6%
AllianceBernstein
300
AllianceBernstein
Tennessee
$244K +$244K +3,442 New