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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 %
BC
401
Bartlett & Co
Ohio
$5K -$8.33K -125 -63%
KFS
402
Kelly Financial Services
Massachusetts
$4.76K -$337K -4,740 -99%
JFA
403
JNBA Financial Advisors
Minnesota
$4K
TC
404
Trust Company
Kansas
$4K
FMP
405
Financial Management Professionals
Texas
$4K
CAAS
406
Capital Asset Advisory Services
Michigan
$4K
AIC
407
Archer Investment Corporation
Indiana
$3.19K +$3.19K +45 New
WFA
408
West Financial Advisors
Iowa
$3K
CAGAS
409
Capital Advisory Group Advisory Services
Minnesota
$3K
WWM
410
Wolff Wiese Magana
California
$3K
MAM
411
Meeder Asset Management
Ohio
$2K -$857 -12 -30%
CWP
412
Concord Wealth Partners
Virginia
$2K
RG
413
Retirement Group
California
$2K
VNA
414
Valley National Advisers
Pennsylvania
$2K
LWM
415
Liberty Wealth Management
California
$2K +$59 +1 +3%
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$2K +$2K +32 New
TAM
417
Tucker Asset Management
Colorado
$1.85K
BBHC
418
Brown Brothers Harriman & Co
New York
$42
Franklin Resources
419
Franklin Resources
California
-$238M -3,314,095 Closed
Charles Schwab
420
Charles Schwab
California
-$64.5M -896,119 Closed
KOMWMG
421
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$14.3M -199,009 Closed
IA
422
IAM Advisory
Pennsylvania
-$3.91M -54,342 Closed
GCA
423
Genesee Capital Advisors
New York
-$3.91M -54,342 Closed
JWM
424
Jackson Wealth Management
Florida
-$3.56M -49,414 Closed
ICG
425
InterOcean Capital Group
Tennessee
-$3.32M -46,084 Closed