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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
326
Orion Portfolio Solutions
Nebraska
$868K +$51.6K +557 +6%
WANY
327
Wealthspire Advisors (New York)
New York
$859K +$14.3K +154 +2%
PIA
328
Perennial Investment Advisors
California
$858K +$19.7K +213 +2%
KWA
329
Kingswood Wealth Advisors
California
$837K +$837K +9,039 New
RWRC
330
R.W. Roge & Company
New York
$826K -$17.2K -186 -2%
BRWA
331
B. Riley Wealth Advisors
Florida
$826K -$4.17K -45 -0.5%
TWA
332
Talisman Wealth Advisors
New Jersey
$823K -$36.3K -392 -4%
AEPWM
333
Atlantic Edge Private Wealth Management
Florida
$823K -$221K -2,390 -21%
D
334
Dentgroup
Louisiana
$818K +$28.8K +311 +4%
EFL
335
ERn Financial LLC
Wisconsin
$792K -$7.69K -83 -1%
PFA
336
Pure Financial Advisors
California
$791K -$8.7K -94 -1%
WHCFA
337
William Howard & Co Financial Advisors
Tennessee
$789K
ICP
338
Interchange Capital Partners
Pennsylvania
$779K -$3.24K -35 -0.4%
AQR Capital Management
339
AQR Capital Management
Connecticut
$771K +$294K +3,172 +62%
ODIJL
340
One Day In July LLC
Vermont
$749K +$4.82K +52 +0.6%
Millennium Management
341
Millennium Management
New York
$738K -$750K -8,095 -50%
WG
342
Watchman Group
Texas
$730K -$227K -2,453 -24%
RCM
343
Riggs Capital Management
Utah
$713K +$713K +7,697 New
MWM
344
Mascoma Wealth Management
New Hampshire
$712K -$9.26K -100 -1%
VCA
345
Verdence Capital Advisors
Maryland
$695K -$38.9K -420 -5%
FAI
346
Fiduciary Advisors Inc
Missouri
$694K +$694K +7,500 New
WT
347
Whittier Trust
California
$694K +$12.3K +133 +2%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$684K +$154K +1,659 +29%
Pathstone Holdings
349
Pathstone Holdings
New Jersey
$682K +$202K +2,186 +42%
Fisher Asset Management
350
Fisher Asset Management
Washington
$678K +$678K +7,324 New