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iShares Core S&P US Value ETF

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
401
Newbridge Financial Services Group
Florida
$57K +$9.76K +127 +21%
HI
402
Harbour Investments
Wisconsin
$52K -$101K -1,325 -66%
CPFP
403
Clear Perspectives Financial Planning
Ohio
$51K
GWSG
404
GPS Wealth Strategies Group
Colorado
$50K
CIAS
405
Capital Investment Advisory Services
North Carolina
$45K -$141K -1,856 -76%
CWP
406
Concord Wealth Partners
Virginia
$44K +$41.5K +547 +1,658%
KTC
407
Kistler-Tiffany Companies
Pennsylvania
$40K
CHA
408
Carmichael Hill & Associates
Maryland
$36K
HI
409
Hudock Inc
Pennsylvania
$35K +$75 +1 +0.2%
AW
410
Alaethes Wealth
Nevada
$35K +$35K +459 New
SFM
411
Signet Financial Management
New Jersey
$34K +$34K +444 New
MFC
412
Mechanics Financial Corp
Ohio
$34K +$34K +447 New
SCM
413
Shelton Capital Management
Colorado
$34K +$34K +450 New
EWM
414
Edge Wealth Management
New York
$31K
AFS
415
Annapolis Financial Services
Maryland
$29K
LWA
416
Lenox Wealth Advisors
New York
$27K -$7.58K -100 -22%
GLLW
417
Graves Light Lenhart Wealth
Virginia
$27K
AWM
418
Accel Wealth Management
Iowa
$27K
FCA
419
FinTrust Capital Advisors
South Carolina
$25K
IRC
420
Investors Research Corp
Georgia
$24K +$24K +314 New
TFS
421
TrustCore Financial Services
Tennessee
$23K
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$23K +$7.46K +96 +48%
CA
423
CoreCap Advisors
Michigan
$23K +$23K +295 New
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$23K +$23K +300 New
DI
425
Disciplined Investments
Oklahoma
$20K