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iShares Core S&P US Value ETF

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
301
Delta Asset Management
Tennessee
$65K
IF
302
Ironwood Financial
Arizona
$64K
EW
303
Element Wealth
Mississippi
$64K +$64K +1,024 New
NFSG
304
Newbridge Financial Services Group
Florida
$63K
GI
305
Gradient Investments
Minnesota
$63K
HFA
306
Hoover Financial Advisors
Pennsylvania
$60K +$58.2K +912 +3,257%
CIA
307
Cascade Investment Advisors
Oregon
$59.7K
FCH
308
Freestone Capital Holdings
Washington
$56K +$56K +900 New
TF
309
Tompkins Financial
New York
$49K +$49K +790 New
TC
310
Truvestments Capital
Florida
$46K +$46K +755 New
RFA
311
Reilly Financial Advisors
California
$44K
AWA
312
Arkadios Wealth Advisors
Georgia
$44K +$44K +708 New
SWP
313
ShoreHaven Wealth Partners
New Jersey
$39K +$39K +629 New
BBHC
314
Brown Brothers Harriman & Co
New York
$37K +$37K +598 New
FFA
315
Founders Financial Alliance
North Carolina
$36K +$6.16K +99 +21%
TFGT
316
TS Financial Group (TSFG)
Illinois
$35K -$4.54K -72 -11%
FCA
317
FinTrust Capital Advisors
South Carolina
$33K
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$32K +$32K +520 New
RCA
319
Rowland Carmichael Advisors
Arizona
$31K
CHA
320
Carmichael Hill & Associates
Maryland
$29K
ZB
321
Zions Bancorporation
Utah
$26K
BWM
322
Baystate Wealth Management
Massachusetts
$25K
EWM
323
Edge Wealth Management
New York
$25K
LWA
324
Lenox Wealth Advisors
New York
$25K
CIAS
325
Capital Investment Advisory Services
North Carolina
$25K +$25K +395 New