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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
326
Cyndeo Wealth Partners
Florida
$417K -$112K -1,499 -21%
PIN
327
Prudent Investors Network
California
$416K
AC
328
AWM Capital
Arizona
$409K +$409K +5,479 New
TIAA Trust, National Association
329
TIAA Trust, National Association
North Carolina
$407K +$407K +5,459 New
Bank of New York Mellon
330
Bank of New York Mellon
New York
$405K +$405K +5,421 New
BFA
331
Beaumont Financial Advisors
Massachusetts
$402K
GAB
332
German American Bancorp
Indiana
$398K
FAM
333
Forte Asset Management
New York
$397K
CL
334
CIM LLC
New York
$394K -$1.42K -19 -0.4%
MPW
335
Melone Private Wealth
Michigan
$387K
BCM
336
BTC Capital Management
Iowa
$384K
LL
337
LWMG LLC
Minnesota
$382K
DADC
338
D.A. Davidson & Co
Montana
$372K +$14K +188 +4%
Marshall Wace
339
Marshall Wace
United Kingdom
$371K +$371K +4,971 New
BFS
340
Bradley Foster & Sargent
Connecticut
$370K
CA
341
Claro Advisors
Massachusetts
$362K -$92.3K -1,237 -20%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$361K -$40K -536 -10%
SM
343
Sweeney & Michel
California
$361K +$13.4K +177 +4%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$360K
EIP
345
Ellis Investment Partners
Pennsylvania
$360K -$19.3K -258 -5%
SFC
346
SYM Financial Corp
Indiana
$360K -$216K -2,895 -38%
BCM
347
Becker Capital Management
Oregon
$359K
CCM
348
Cutler Capital Management
Massachusetts
$358K
SCM
349
SOL Capital Management
Maryland
$357K
CL
350
Choreo LLC
Illinois
$353K