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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
351
Coordinated Financial Services
Colorado
$663K +$663K +7,164 New
DJSG
352
D.J. St. Germain
Massachusetts
$662K
WC
353
Waterloo Capital
Texas
$662K -$2.59K -28 -0.4%
MA
354
MONECO Advisors
Connecticut
$654K +$654K +7,060 New
FCM
355
Firestone Capital Management
Florida
$643K
DADC
356
D.A. Davidson & Co
Montana
$640K +$47.8K +516 +8%
HPM
357
Hoxton Planning & Management
West Virginia
$627K +$6.02K +65 +1%
SWM
358
SeaCrest Wealth Management
New York
$620K +$22.1K +239 +4%
NRI
359
NFP Retirement Inc
California
$620K -$3.33K -36 -0.5%
MCM
360
MAI Capital Management
Ohio
$619K +$106K +1,146 +21%
VFG
361
Victory Financial Group
Texas
$617K +$617K +6,668 New
RW
362
Regimen Wealth
Georgia
$612K +$3.61K +39 +0.6%
TPI
363
Trust Point Inc
Wisconsin
$611K +$611K +6,600 New
QCM
364
Quantinno Capital Management
New York
$611K +$25.3K +273 +4%
PCIA
365
Prime Capital Investment Advisors
Kansas
$604K +$65.8K +711 +12%
BWMG
366
Barnes Wealth Management Group
California
$603K +$603K +6,517 New
TCA
367
Transcend Capital Advisors
New Jersey
$601K +$46.2K +499 +8%
AAP
368
Arax Advisory Partners
Colorado
$599K +$599K +6,471 New
GIA
369
Gladstone Institutional Advisory
Florida
$598K -$11K -119 -2%
IC
370
IEQ Capital
California
$591K +$833 +9 +0.1%
EFS
371
Essex Financial Services
Connecticut
$584K +$104K +1,128 +22%
HWM
372
HB Wealth Management
Georgia
$575K +$286K +3,092 +99%
SCM
373
Sterling Capital Management
North Carolina
$574K -$454K -4,898 -44%
PA
374
Parallel Advisors
California
$570K -$6.58K -71 -1%
ESB
375
Essex Savings Bank
Connecticut
$567K