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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
CL
301
Choreo LLC
Illinois
$1.01M -$24.3K -262 -2%
S
302
Sachetta
Massachusetts
$1M -$216K -2,332 -18%
NWM
303
Northwest Wealth Management
Iowa
$999K -$93K -1,004 -9%
BWM
304
Boyd Wealth Management
California
$990K +$56.3K +608 +6%
MHS
305
M Holdings Securities
Oregon
$986K +$986K +10,645 New
GSEP
306
Golden State Equity Partners
California
$982K +$146K +1,576 +17%
JWA
307
JFS Wealth Advisors
Pennsylvania
$969K
WIA
308
World Investment Advisors
California
$966K -$6.57K -71 -0.7%
CCM
309
Coldstream Capital Management
Washington
$937K
LSA
310
Lansing Street Advisors
Pennsylvania
$934K -$438K -4,726 -32%
SCM
311
Seascape Capital Management
New Hampshire
$924K
FA
312
Fortis Advisors
Pennsylvania
$917K -$275K -2,965 -23%
OCPWS
313
One Charles Private Wealth Services
Massachusetts
$916K -$12K -130 -1%
SWA
314
Stratos Wealth Advisors
Ohio
$914K +$6.67K +72 +0.7%
EAM
315
Empirical Asset Management
Massachusetts
$911K
MMPW
316
Mitchell McLeod Pugh & Williams
Alabama
$908K +$25.9K +280 +3%
CB
317
Commerce Bank
Missouri
$903K
BWCS
318
Beirne Wealth Consulting Services
Connecticut
$899K +$33.1K +357 +4%
SHGA
319
Sand Hill Global Advisors
California
$889K -$59.6K -644 -6%
AssetMark Inc
320
AssetMark Inc
California
$884K +$686K +7,412 +347%
NL
321
NWAM LLC
Washington
$881K +$93 +1 +0%
GFWA
322
Grey Fox Wealth Advisors
Delaware
$881K -$61.5K -664 -7%
CA
323
Claro Advisors
Massachusetts
$879K +$333K +3,598 +61%
BFG
324
Bleakley Financial Group
New Jersey
$871K +$670K +7,233 +333%
BCI
325
Brinker Capital Investments
Pennsylvania
$868K +$51.6K +557 +6%