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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$710K -$22.4K -300 -3%
PFO
277
Pathstone Family Office
New Jersey
$705K +$332K +4,430 +89%
TWA
278
Talisman Wealth Advisors
New Jersey
$700K +$4.33K +58 +0.6%
BRWA
279
B. Riley Wealth Advisors
Florida
$697K +$10.1K +134 +1%
EFL
280
ERn Financial LLC
Wisconsin
$681K -$41.1K -551 -6%
TC
281
Telemus Capital
Michigan
$674K -$363K -4,871 -35%
IC
282
IEQ Capital
California
$669K
SWA
283
Stratos Wealth Advisors
Ohio
$669K
FCM
284
Firestone Capital Management
Florida
$664K
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$663K +$663K +8,885 New
BOM
286
Bank of Marin
California
$654K
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$649K -$427K -5,701 -40%
PFA
288
Pure Financial Advisors
California
$637K
MMPW
289
Mitchell McLeod Pugh & Williams
Alabama
$618K +$47K +630 +8%
SL
290
SWMG LLC
Texas
$618K +$229K +3,067 +59%
WP
291
Wealthspan Partners
Iowa
$615K -$289K -3,871 -32%
ICP
292
Interchange Capital Partners
Pennsylvania
$614K -$4.18K -56 -0.7%
WP
293
WealthSource Partners
California
$608K -$14.2K -190 -2%
PIA
294
Perennial Investment Advisors
California
$607K -$24.8K -332 -4%
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
$603K -$21K -282 -3%
VCA
296
Verdence Capital Advisors
Maryland
$584K +$30.8K +413 +6%
GIA
297
Gladstone Institutional Advisory
Florida
$582K +$2.46K +33 +0.4%
BWCS
298
Beirne Wealth Consulting Services
Connecticut
$579K
NRI
299
NFP Retirement Inc
California
$564K +$50K +670 +10%
WT
300
Whittier Trust
California
$550K