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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
326
Great Valley Advisor Group
Delaware
$626K -$222K -2,453 -26%
PCIA
327
Prime Capital Investment Advisors
Kansas
$624K -$958K -10,590 -61%
BEI
328
Benjamin Edwards Inc
Missouri
$620K +$13K +144 +2%
MGIA
329
Moneta Group Investment Advisors
Missouri
$614K +$13.2K +146 +2%
RW
330
Regimen Wealth
Georgia
$610K +$2.98K +33 +0.5%
BWCS
331
Beirne Wealth Consulting Services
Connecticut
$606K +$90 +1 +0%
GIA
332
Gladstone Institutional Advisory
Florida
$602K -$116K -1,287 -16%
MWM
333
Mission Wealth Management
California
$599K +$238K +2,630 +66%
ZIC
334
ZWJ Investment Counsel
Georgia
$595K +$46.8K +518 +9%
PPWP
335
Premier Path Wealth Partners
New Jersey
$585K -$156K -1,727 -21%
HPM
336
Hoxton Planning & Management
West Virginia
$582K -$2.89K -32 -0.5%
LSPW
337
Lake Street Private Wealth
Illinois
$581K +$181 +2 +0%
IC
338
IEQ Capital
California
$575K -$237K -2,624 -29%
MWM
339
Meridian Wealth Management
Kentucky
$574K -$41.6K -460 -7%
QCM
340
Quantinno Capital Management
New York
$572K
PO
341
Private Ocean
California
$555K +$543 +6 +0.1%
PA
342
Parallel Advisors
California
$553K +$134K +1,477 +32%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$546K +$136K +1,501 +33%
AWM
344
Angeles Wealth Management
California
$539K
RBC
345
Roble Belko & Company
Pennsylvania
$530K
SL
346
SWMG LLC
Texas
$526K -$60.6K -670 -10%
FA
347
Flagstar Advisors
New York
$524K -$72.9K -806 -12%
USCWA
348
U.S. Capital Wealth Advisors
Texas
$523K +$362 +4 +0.1%
ESB
349
Essex Savings Bank
Connecticut
$516K
PIN
350
Prudent Investors Network
California
$504K +$504K +5,577 New