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iShares Core S&P US Value ETF

415 hedge funds and large institutions have $7.63B invested in iShares Core S&P US Value ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 181 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.51%
New
47
Increased
181
Reduced
91
Closed
25
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
351
GPS Wealth Strategies Group
Colorado
$47K +$5.79K +80 +14%
NFSG
352
Newbridge Financial Services Group
Florida
$44K -$8.23K -115 -16%
Qube Research & Technologies (QRT)
353
Qube Research & Technologies (QRT)
United Kingdom
$39K +$39K +536 New
KTC
354
Kistler-Tiffany Companies
Pennsylvania
$37K
CHA
355
Carmichael Hill & Associates
Maryland
$34K
HI
356
Hudock Inc
Pennsylvania
$33K +$33K +467 New
BWM
357
Baystate Wealth Management
Massachusetts
$29K
EWM
358
Edge Wealth Management
New York
$29K
LWA
359
Lenox Wealth Advisors
New York
$28K
JPLA
360
Joseph P. Lucia & Associates
New York
$28K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$28K +$28K +388 New
AssetMark Inc
362
AssetMark Inc
California
$26K -$102K -1,436 -80%
AWM
363
Accel Wealth Management
Iowa
$25K
GLLW
364
Graves Light Lenhart Wealth
Virginia
$25K
FHA
365
First Horizon Advisors
Tennessee
$25K +$25K +362 New
HWM
366
Holloway Wealth Management
Florida
$24K
FCA
367
FinTrust Capital Advisors
South Carolina
$23K -$14.6K -206 -39%
TFS
368
TrustCore Financial Services
Tennessee
$22K
DOA
369
D'Orazio & Associates
Virginia
$20K
Bessemer Group
370
Bessemer Group
New Jersey
$20K
DI
371
Disciplined Investments
Oklahoma
$19K +$19K +267 New
DAM
372
Delta Asset Management
Tennessee
$18K
SFPG
373
Stonebridge Financial Planning Group
Florida
$17K +$17K +230 New
SWM
374
Sugarloaf Wealth Management
Georgia
$16K -$140K -1,923 -90%
HIA
375
Harbor Investment Advisory
Maryland
$16K