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iShares Core S&P US Value ETF

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAMG
326
Brand Asset Management Group
Missouri
$25K +$25K +399 New
JPLA
327
Joseph P. Lucia & Associates
New York
$24K +$24K +390 New
GLLW
328
Graves Light Lenhart Wealth
Virginia
$22K +$22K +354 New
AWM
329
Accel Wealth Management
Iowa
$22K +$22K +354 New
TFS
330
TrustCore Financial Services
Tennessee
$19K -$19.2K -303 -50%
SWM
331
Sugarloaf Wealth Management
Georgia
$19K
S
332
SignatureFD
Georgia
$18K
Bessemer Group
333
Bessemer Group
New Jersey
$17K -$134K -2,187 -89%
DOA
334
D'Orazio & Associates
Virginia
$17K +$17K +279 New
TRCT
335
Tower Research Capital (TRC)
New York
$15K +$15K +248 New
HIA
336
Harbor Investment Advisory
Maryland
$14K +$1.6K +25 +13%
AssetMark Inc
337
AssetMark Inc
California
$12K -$160K -2,584 -93%
MFT
338
Moisand Fitzgerald Tamayo
Florida
$12K
AIM
339
Anchor Investment Management
South Carolina
$11.2K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$11K -$19.8K -326 -64%
HWA
341
HCR Wealth Advisors
California
$11K
LFG
342
Larson Financial Group
Missouri
$11K
PCA
343
Providence Capital Advisors
North Carolina
$11K +$11K +180 New
CWM
344
Curi Wealth Management
North Carolina
$11K +$11K +181 New
LDFR
345
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
TCOV
346
Trust Company of Vermont
Vermont
$9K +$9K +141 New
VRM
347
Vectors Research Management
New York
$8K -$5.47K -91 -41%
WTC
348
WhitTier Trust Company
Nevada
$7K
JCM
349
Jacobi Capital Management
Pennsylvania
$6K
VFA
350
Valeo Financial Advisors
Indiana
$6K