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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
301
Stratos Wealth Advisors
Ohio
$823K +$12K +133 +1%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$784K +$17.1K +189 +2%
FCM
303
Firestone Capital Management
Florida
$784K
FNBOH
304
First National Bank of Hutchinson
Kansas
$778K -$792K -8,761 -50%
BOM
305
Bank of Marin
California
$771K -$14K -155 -2%
WHCFA
306
William Howard & Co Financial Advisors
Tennessee
$771K +$771K +8,520 New
PFA
307
Pure Financial Advisors
California
$766K -$36.2K -400 -5%
ICP
308
Interchange Capital Partners
Pennsylvania
$757K +$6.51K +72 +0.9%
BWM
309
Boyd Wealth Management
California
$729K -$30.7K -340 -4%
VCA
310
Verdence Capital Advisors
Maryland
$720K +$8.05K +89 +1%
ODIJL
311
One Day In July LLC
Vermont
$717K +$91.3K +1,010 +15%
TWC
312
TD Waterhouse Canada
Ontario, Canada
$703K +$288K +2,746 +69%
JWCA
313
J.W. Cole Advisors
Florida
$700K +$318K +3,525 +83%
BRWA
314
B. Riley Wealth Advisors
Florida
$697K +$25.5K +340 +4%
CFS
315
Coordinated Financial Services
Colorado
$690K +$690K +7,632 New
WC
316
Waterloo Capital
Texas
$687K +$63.5K +702 +10%
NRI
317
NFP Retirement Inc
California
$680K -$3.8K -42 -0.6%
PIA
318
Perennial Investment Advisors
California
$677K -$29.3K -324 -4%
LOIM
319
Liberty One Investment Management
Illinois
$676K +$676K +7,473 New
VAM
320
Verity Asset Management
North Carolina
$675K +$46.1K +510 +7%
UWS
321
Unique Wealth Strategies
Illinois
$668K +$77.1K +853 +13%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$667K -$89.9K -994 -12%
WT
323
Whittier Trust
California
$666K
DJSG
324
D.J. St. Germain
Massachusetts
$647K
DADC
325
D.A. Davidson & Co
Montana
$631K +$72.4K +800 +13%