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iShares Core S&P US Value ETF

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
301
Pinnacle Family Advisors
Missouri
$234K -$25.3K -368 -10%
BWP
302
BSW Wealth Partners
Colorado
$234K +$234K +3,402 New
MWP
303
Madison Wealth Partners
Wisconsin
$226K
IA
304
IFG Advisory
Georgia
$223K -$224K -3,257 -50%
NAS
305
Nicolet Advisory Services
Wisconsin
$217K +$217K +3,154 New
PA
306
Pinnacle Associates
New York
$217K +$217K +3,155 New
SWM
307
SeaCrest Wealth Management
New York
$215K -$24.3K -353 -10%
WWM
308
WJ Wealth Management
Arizona
$215K +$215K +3,126 New
FHB
309
First Hawaiian Bank
Hawaii
$211K +$211K +3,064 New
KW
310
KWB Wealth
California
$211K +$211K +3,068 New
OIA
311
Optimum Investment Advisors
Illinois
$207K
KF
312
Krilogy Financial
Missouri
$202K +$202K +2,931 New
MWM
313
Mission Wealth Management
California
$200K +$200K +2,900 New
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$43.7K -634 -18%
WCAMG
315
Woodard & Company Asset Management Group
North Carolina
$193K
CFB
316
Cullen/Frost Bankers
Texas
$164K +$26.2K +380 +19%
LWP
317
Laurel Wealth Planning
Minnesota
$161K -$54.6K -793 -25%
BWA
318
BDO Wealth Advisors
Florida
$144K -$14.4K -209 -9%
MA
319
MCF Advisors
Kentucky
$138K
HI
320
Harbour Investments
Wisconsin
$126K +$126K +1,825 New
AssetMark Inc
321
AssetMark Inc
California
$124K +$111K +1,608 +829%
FFC
322
First Financial Corp
Indiana
$121K
Bank Julius Baer & Co
323
Bank Julius Baer & Co
Switzerland
$116K -$552 -8 -0.5%
AWM
324
Avior Wealth Management
Nebraska
$111K -$2.06K -30 -2%
EW
325
Element Wealth
Mississippi
$111K +$40.4K +585 +57%