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iShares Core S&P US Value ETF

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
301
Carolinas Wealth Consulting
North Carolina
$348K -$45.1K -595 -11%
DJSG
302
D.J. St. Germain
Massachusetts
$348K
IAG
303
Investment Advisory Group
Massachusetts
$345K
V
304
Veritable
Delaware
$343K +$4.25K +56 +1%
WCM
305
Windham Capital Management
Massachusetts
$341K
CA
306
Claro Advisors
Massachusetts
$336K
CRI
307
Colonial River Investments
Virginia
$334K +$985 +13 +0.3%
B
308
Bellecapital
Switzerland
$326K
PCMC
309
Private Capital Management (Colorado)
Colorado
$312K +$312K +4,116 New
MWM
310
Mission Wealth Management
California
$307K +$87.5K +1,152 +40%
BFC
311
Bedel Financial Consulting
Indiana
$305K
VAM
312
Verity Asset Management
North Carolina
$305K +$6.15K +81 +2%
BCA
313
Bay Colony Advisors
Massachusetts
$304K +$380 +5 +0.1%
T
314
TCWP
Ohio
$304K +$304K +4,011 New
DADC
315
D.A. Davidson & Co
Montana
$302K
SWM
316
SFG Wealth Management
Maryland
$302K +$1.44K +19 +0.5%
ODIJL
317
One Day In July LLC
Vermont
$299K
MIA
318
MMBG Investment Advisors
Florida
$297K
SSWM
319
Sheets Smith Wealth Management
North Carolina
$295K +$455 +6 +0.2%
SC
320
Scotia Capital
Ontario, Canada
$292K -$455 -6 -0.2%
CL
321
Choreo LLC
Illinois
$291K
CWP
322
Curated Wealth Partners
California
$286K
MIAS
323
Mason Investment Advisory Services
Virginia
$283K -$13.3K -175 -4%
RWP
324
Ridgecrest Wealth Partners
California
$281K
PP
325
Patten & Patten
Tennessee
$280K