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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
W
276
Wealthquest
Ohio
$1.28M
RSF
277
Rik Saylor Financial
Ohio
$1.26M +$1.26M +13,567 New
CFO
278
Collective Family Office
Pennsylvania
$1.23M
PA
279
Prism Advisors
California
$1.22M
MCA
280
Maryland Capital Advisors
Maryland
$1.22M -$1.2K -13 -0.1%
NCM
281
Next Capital Management
New York
$1.22M +$15.2K +164 +1%
EWM
282
Evermay Wealth Management
Virginia
$1.2M -$1.02K -11 -0.1%
NFP
283
Narus Financial Partners
Utah
$1.19M +$1.67K +18 +0.1%
WA
284
Waverly Advisors
Alabama
$1.18M -$833 -9 -0.1%
PW
285
Peninsula Wealth
California
$1.16M +$188K +2,033 +19%
CFG
286
Carr Financial Group
Massachusetts
$1.14M +$3.98K +43 +0.3%
QP
287
Quartz Partners
New York
$1.14M -$394K -4,253 -26%
PW
288
Potentia Wealth
California
$1.13M +$1.13M +12,173 New
PFM
289
Phillips Financial Management
Indiana
$1.12M -$73.4K -793 -6%
OAM
290
Occidental Asset Management
California
$1.12M -$703K -7,590 -39%
Lido Advisors
291
Lido Advisors
California
$1.11M -$39.4K -426 -3%
BWM
292
Brickley Wealth Management
California
$1.09M
PG
293
Patten Group
Tennessee
$1.09M -$29.7K -321 -3%
WFA
294
WMG Financial Advisors
Tennessee
$1.07M -$96K -1,037 -8%
ATC
295
Argent Trust Co
Tennessee
$1.06M -$128K -1,386 -11%
EWA
296
Elevate Wealth Advisory
Georgia
$1.06M -$75.6K -816 -7%
WPC
297
White Pine Capital
Minnesota
$1.05M +$1.2K +13 +0.1%
Renaissance Technologies
298
Renaissance Technologies
New York
$1.02M -$1.53M -16,500 -60%
TVAMP
299
Tennessee Valley Asset Management Partners
Tennessee
$1.01M -$516K -5,575 -34%
EGM
300
Engineers Gate Manager
New York
$1.01M -$1.24M -13,446 -55%