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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 %
TF
351
Tompkins Financial
New York
$56K +$56K +790 New
TC
352
Truvestments Capital
Florida
$54K
BMD
353
Better Money Decisions
New Mexico
$54K +$53K +752 +5,371%
TLFA
354
True Link Financial Advisors
California
$50K +$50K +699 New
CPFP
355
Clear Perspectives Financial Planning
Ohio
$47K +$47K +663 New
GWSG
356
GPS Wealth Strategies Group
Colorado
$46K +$71 +1 +0.2%
NFSG
357
Newbridge Financial Services Group
Florida
$44K
KTC
358
Kistler-Tiffany Companies
Pennsylvania
$37K
CHA
359
Carmichael Hill & Associates
Maryland
$33K
HI
360
Hudock Inc
Pennsylvania
$33K +$71 +1 +0.2%
AssetMark Inc
361
AssetMark Inc
California
$33K +$6.91K +97 +27%
LWA
362
Lenox Wealth Advisors
New York
$32K +$4.28K +61 +15%
EWM
363
Edge Wealth Management
New York
$28K
PFBT
364
Parkside Financial Bank & Trust
Missouri
$28K
BWM
365
Baystate Wealth Management
Massachusetts
$28K
JPLA
366
Joseph P. Lucia & Associates
New York
$28K
AFS
367
Annapolis Financial Services
Maryland
$27K +$27K +374 New
GLLW
368
Graves Light Lenhart Wealth
Virginia
$25K
AWM
369
Accel Wealth Management
Iowa
$25K
AWA
370
Arkadios Wealth Advisors
Georgia
$23K -$50K -708 -68%
FCA
371
FinTrust Capital Advisors
South Carolina
$23K
Barclays
372
Barclays
United Kingdom
$22K -$91K -1,257 -81%
TFS
373
TrustCore Financial Services
Tennessee
$21K
DOA
374
D'Orazio & Associates
Virginia
$20K
DI
375
Disciplined Investments
Oklahoma
$19K