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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 %
SFPG
376
Stonebridge Financial Planning Group
Florida
$17K
SWM
377
Sugarloaf Wealth Management
Georgia
$16K
PCFFS
378
Pacific Center for Financial Services
California
$16K +$16K +222 New
HIA
379
Harbor Investment Advisory
Maryland
$15K -$69 -1 -0.5%
Qube Research & Technologies (QRT)
380
Qube Research & Technologies (QRT)
United Kingdom
$14K -$23.5K -336 -63%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$13K
AA
382
Ancora Advisors
Ohio
$13K
PCA
383
Providence Capital Advisors
North Carolina
$13K
DWP
384
Destiny Wealth Partners
Florida
$13K +$13K +190 New
AIM
385
Anchor Investment Management
South Carolina
$12.8K
TCWA
386
Ten Capital Wealth Advisors
Washington
$12K +$12K +168 New
WFO
387
Wealthgate Family Office
Colorado
$12K +$12K +169 New
LIA
388
LS Investment Advisors
Michigan
$11K
GI
389
Gradient Investments
Minnesota
$11K
LDFR
390
Lehman & Derafelo Financial Resources
Pennsylvania
$11K
VCM
391
Vigilant Capital Management
Maine
$10K +$10K +137 New
CTB
392
Country Trust Bank
Illinois
$9K
PA
393
PSI Advisors
Florida
$9K +$9K +132 New
WTC
394
WhitTier Trust Company
Nevada
$8K
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$2.43K +34 +44%
JCM
396
Jacobi Capital Management
Pennsylvania
$7K
WQ
397
Wealth Quarterback
New Jersey
$7K
FFA
398
Freedman Financial Associates
Massachusetts
$7K
MIM
399
MTM Investment Management
South Carolina
$6K
BCWM
400
Bartlett & Co Wealth Management
Ohio
$5.32K -$8.86K -125 -63%