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iShares Core S&P US Value ETF

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
326
TS Financial Group (TSFG)
Illinois
$143K +$19.6K +277 +16%
CFB
327
Cullen/Frost Bankers
Texas
$142K -$26.6K -375 -16%
HI
328
Harbour Investments
Wisconsin
$142K +$2.69K +38 +2%
FFC
329
First Financial Corp
Indiana
$125K
LWP
330
Laurel Wealth Planning
Minnesota
$123K
Bank Julius Baer & Co
331
Bank Julius Baer & Co
Switzerland
$119K -$71 -1 -0.1%
FHA
332
First Horizon Advisors
Tennessee
$113K +$87.4K +1,235 +341%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$112K -$28.2K -397 -20%
EW
334
Element Wealth
Mississippi
$112K -$21.1K -298 -16%
CA
335
Clearstead Advisors
Ohio
$106K
FP
336
Financial Perspectives
Minnesota
$101K +$638 +9 +0.6%
Simplex Trading
337
Simplex Trading
Illinois
$97K
AWM
338
Avior Wealth Management
Nebraska
$91K -$23.4K -331 -20%
ADL
339
Asset Dedication LLC
California
$91K
MMG
340
Monetary Management Group
Missouri
$90K
NIG
341
NFJ Investment Group
Texas
$80K +$80K +1,127 New
LFG
342
Larson Financial Group
Missouri
$79K +$66.9K +943 +551%
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$77.6K +$77.6K +1,094 New
IF
344
Ironwood Financial
Arizona
$73K
EWM
345
EPG Wealth Management
Georgia
$65K +$65K +920 New
CIA
346
Cascade Investment Advisors
Oregon
$63.8K
SMA
347
Sage Mountain Advisors
Georgia
$60K +$6.42K +91 +12%
RFA
348
Reilly Financial Advisors
California
$59K
OFG
349
Oxford Financial Group
Indiana
$59K +$59K +835 New
FFA
350
Founders Financial Alliance
North Carolina
$56K