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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$566K +$4.54K +49 +0.8%
AAS
377
Annex Advisory Services
Wisconsin
$562K +$562K +6,067 New
MGIA
378
Moneta Group Investment Advisors
Missouri
$559K -$48.3K -522 -8%
TC
379
TownSquare Capital
Utah
$546K +$104K +1,128 +24%
HGA
380
Hobbs Group Advisors
South Carolina
$544K +$33.4K +361 +7%
RBC
381
Roble Belko & Company
Pennsylvania
$543K
FTS
382
Fifth Third Securities
Ohio
$542K +$172K +1,860 +47%
DCM
383
DGS Capital Management
New Jersey
$539K +$37.2K +402 +7%
MWM
384
Meridian Wealth Management
Kentucky
$529K -$60.9K -658 -10%
AT
385
American Trust
Kentucky
$523K +$523K +5,647 New
FA
386
Flagstar Advisors
New York
$521K -$16.6K -179 -3%
PIN
387
Prudent Investors Network
California
$516K
AC
388
AWM Capital
Arizona
$514K
GL
389
Graypoint LLC
New York
$513K -$1.1M -11,894 -68%
BFWM
390
Bright Futures Wealth Management
New York
$508K
IPW
391
Impact Partnership Wealth
Georgia
$504K +$504K +5,441 New
BFA
392
Beaumont Financial Advisors
Massachusetts
$499K
GWAG
393
Garrett Wealth Advisory Group
Texas
$495K -$916K -9,892 -65%
GAB
394
German American Bancorp
Indiana
$494K
Bessemer Group
395
Bessemer Group
New Jersey
$493K +$169K +1,820 +52%
VCP
396
Verus Capital Partners
Arizona
$492K +$24.4K +264 +5%
FAM
397
Forte Asset Management
New York
$490K
Brown Advisory
398
Brown Advisory
Maryland
$485K +$485K +5,238 New
WB
399
WesBanco Bank
West Virginia
$482K -$62.5K -675 -11%
CWP
400
Cyndeo Wealth Partners
Florida
$480K +$741 +8 +0.2%