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iShares Core S&P US Value ETF

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
351
Barber Financial Group
Kansas
$362K -$15.7K -222 -4%
ESB
352
Essex Savings Bank
Connecticut
$361K +$59.3K +840 +20%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$361K -$2.12K -30 -0.6%
BFS
354
Bradley Foster & Sargent
Connecticut
$355K -$12.9K -183 -4%
CCM
355
Cutler Capital Management
Massachusetts
$353K -$7.06K -100 -2%
PO
356
Private Ocean
California
$341K +$71 +1 +0%
EIP
357
Ellis Investment Partners
Pennsylvania
$334K -$3.18K -45 -0.9%
TWC
358
TD Waterhouse Canada
Ontario, Canada
$334K -$67K -945 -17%
LL
359
LWMG LLC
Minnesota
$333K +$333K +4,708 New
MCM
360
MAI Capital Management
Ohio
$330K -$71 -1 -0%
IA
361
IFG Advisory
Georgia
$327K -$8.33K -118 -2%
KL
362
KWMG LLC
Kansas
$327K -$142K -2,005 -30%
IAG
363
Investment Advisory Group
Massachusetts
$322K
WCM
364
Windham Capital Management
Massachusetts
$318K
WA
365
Wealth Alliance
New York
$317K -$72K -1,019 -18%
V
366
Veritable
Delaware
$317K -$7.84K -111 -2%
BCA
367
Bay Colony Advisors
Massachusetts
$312K +$424 +6 +0.1%
EWA
368
Exencial Wealth Advisors
Oklahoma
$309K +$65.8K +932 +27%
CRI
369
Colonial River Investments
Virginia
$303K +$5.16K +73 +2%
B
370
Bellecapital
Switzerland
$303K
CAG
371
Csenge Advisory Group
Florida
$299K -$13.6K -193 -4%
CG
372
Clifford Group
Massachusetts
$293K +$293K +4,150 New
SC
373
Savant Capital
Illinois
$289K +$280K +118,327 +3,072%
BEI
374
Benjamin Edwards Inc
Missouri
$289K -$44.9K -636 -13%
JWCA
375
J.W. Cole Advisors
Florida
$288K -$68.5K -970 -19%