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iShares Core S&P US Value ETF

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
326
Annapolis Financial Services
Maryland
$105K
CA
327
Clearstead Advisors
Ohio
$103K +$20.7K +300 +25%
LGWM
328
Litman Gregory Wealth Management
California
$94K
ADL
329
Asset Dedication LLC
California
$89K
FPW
330
Flagship Private Wealth
Massachusetts
$88.1K +$210 +3 +0.2%
MMG
331
Monetary Management Group
Missouri
$88K
FHC
332
First Horizon Corporation
Tennessee
$85K
IF
333
Ironwood Financial
Arizona
$71K
RWB
334
RMR Wealth Builders
New Jersey
$68K +$68K +986 New
HFA
335
Hoover Financial Advisors
Pennsylvania
$66K -$2.03K -28 -3%
CIA
336
Cascade Investment Advisors
Oregon
$62K -$4.13K -60 -6%
AWA
337
Arkadios Wealth Advisors
Georgia
$57K +$8.61K +126 +18%
FFA
338
Founders Financial Alliance
North Carolina
$57K +$14.6K +200 +35%
TF
339
Tompkins Financial
New York
$54K
TC
340
Truvestments Capital
Florida
$52K +$69 +1 +0.1%
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$52K +$52K +750 New
NFSG
342
Newbridge Financial Services Group
Florida
$50K -$18.8K -275 -27%
RFA
343
Reilly Financial Advisors
California
$49K
SWP
344
ShoreHaven Wealth Partners
New Jersey
$44K +$209 +3 +0.5%
SMA
345
Sage Mountain Advisors
Georgia
$41K +$41K +601 New
GWSG
346
GPS Wealth Strategies Group
Colorado
$39K +$39K +570 New
FCA
347
FinTrust Capital Advisors
South Carolina
$37K
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$36K
TFGT
349
TS Financial Group (TSFG)
Illinois
$35K -$3.77K -54 -10%
CHA
350
Carmichael Hill & Associates
Maryland
$32K