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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
351
Carnegie Investment Counsel
Ohio
$347K -$226K -3,022 -39%
MCM
352
MAI Capital Management
Ohio
$345K +$29.7K +398 +9%
PA
353
Parallel Advisors
California
$342K +$51K +684 +18%
IAG
354
Investment Advisory Group
Massachusetts
$340K
CS
355
Cannell & Spears
New York
$337K
WCM
356
Windham Capital Management
Massachusetts
$336K
WA
357
Wealth Alliance
New York
$335K -$70.9K -950 -17%
NF
358
Nikulski Financial
Iowa
$332K -$6.12K -82 -2%
EWA
359
Exencial Wealth Advisors
Oklahoma
$326K
TPWA
360
TRUE Private Wealth Advisors
Oregon
$326K -$70.5K -945 -18%
ISL
361
Ingalls & Snyder LLC
New York
$324K +$324K +4,337 New
VP
362
Verum Partners
North Carolina
$321K +$321K +4,297 New
B
363
Bellecapital
Switzerland
$320K
CAG
364
Csenge Advisory Group
Florida
$318K +$6.49K +87 +2%
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$312K
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
$312K +$281K +3,762 +896%
BFWA
367
Benchmark Financial Wealth Advisors
Florida
$307K
SWM
368
SFG Wealth Management
Maryland
$298K
BFC
369
Bedel Financial Consulting
Indiana
$298K
MWM
370
Mission Wealth Management
California
$297K
CG
371
Clifford Group
Massachusetts
$296K
BCA
372
Bay Colony Advisors
Massachusetts
$295K -$2.69K -36 -0.9%
WA
373
Wealthstream Advisors
New York
$294K
AWM
374
Apollon Wealth Management
South Carolina
$293K -$509K -6,819 -63%
SSWM
375
Sheets Smith Wealth Management
North Carolina
$293K