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iShares Core S&P US Value ETF

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
351
WealthBridge Capital Management
Ohio
$232K -$452K -5,936 -66%
OIA
352
Optimum Investment Advisors
Illinois
$229K
KF
353
Krilogy Financial
Missouri
$224K
IA
354
IFG Advisory
Georgia
$222K +$3.13K +41 +1%
FHB
355
First Hawaiian Bank
Hawaii
$221K -$2.29K -30 -1%
WCG
356
Weaver Consulting Group
California
$221K
MWM
357
Mission Wealth Management
California
$220K -$10.8K -142 -5%
DLCIG
358
D.L. Carlson Investment Group
New Hampshire
$220K +$535 +7 +0.2%
KW
359
KWB Wealth
California
$218K -$29.9K -392 -12%
PIA
360
Perennial Investment Advisors
California
$218K -$13.1K -173 -6%
PFA
361
Pinnacle Family Advisors
Missouri
$217K -$42.6K -558 -16%
ZIC
362
ZWJ Investment Counsel
Georgia
$215K +$215K +2,818 New
WCAMG
363
Woodard & Company Asset Management Group
North Carolina
$214K
CYG
364
Clean Yield Group
Vermont
$213K
GG
365
GenWealth Group
New Jersey
$208K +$208K +2,734 New
SWM
366
SeaCrest Wealth Management
New York
$205K +$205K +2,683 New
AIA
367
Angeles Investment Advisors
California
$204K
AssetMark Inc
368
AssetMark Inc
California
$191K +$156K +2,045 +442%
BWA
369
BDO Wealth Advisors
Florida
$187K -$3.29K -43 -2%
MCA
370
Maryland Capital Advisors
Maryland
$177K +$177K +2,322 New
OA
371
Operose Advisors
Wisconsin
$175K +$175K +2,292 New
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$164K +$164K +2,150 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$16.5K -216 -9%
TFGT
374
TS Financial Group (TSFG)
Illinois
$153K -$761 -10 -0.5%
CFB
375
Cullen/Frost Bankers
Texas
$153K