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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 %
VAM
301
Verity Asset Management
North Carolina
$243K -$254K -3,581 -51%
PFA
302
Pinnacle Family Advisors
Missouri
$241K +$71 +1 +0%
KW
303
KWB Wealth
California
$230K +$12.7K +180 +6%
PA
304
Pinnacle Associates
New York
$228K +$4.74K +67 +2%
NAS
305
Nicolet Advisory Services
Wisconsin
$224K
SC
306
Savant Capital
Illinois
$219K +$496 +7 +0.2%
CF
307
Centaurus Financial
California
$217K +$217K +3,062 New
PIA
308
Perennial Investment Advisors
California
$216K +$216K +3,043 New
MA
309
Mutual Advisors
Nebraska
$215K -$4.6M -64,827 -96%
MWM
310
Mission Wealth Management
California
$215K -$24K -338 -10%
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$214K -$47K -663 -18%
OIA
312
Optimum Investment Advisors
Illinois
$213K
KF
313
Krilogy Financial
Missouri
$208K
FHB
314
First Hawaiian Bank
Hawaii
$207K
WCG
315
Weaver Consulting Group
California
$206K
DLCIG
316
D.L. Carlson Investment Group
New Hampshire
$203K -$6.37K -90 -3%
IA
317
IFG Advisory
Georgia
$203K +$203K +2,872 New
DIA
318
Dean Investment Associates
Ohio
$202K +$202K +2,851 New
WCAMG
319
Woodard & Company Asset Management Group
North Carolina
$198K
CYG
320
Clean Yield Group
Vermont
$198K
AIA
321
Angeles Investment Advisors
California
$189K +$189K +2,672 New
MA
322
MCF Advisors
Kentucky
$177K +$34.6K +488 +24%
BWA
323
BDO Wealth Advisors
Florida
$176K +$34.2K +484 +24%
CIAS
324
Capital Investment Advisory Services
North Carolina
$174K -$56.7K -797 -25%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K