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iShares Core S&P US Value ETF

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$83.8K +$228 +3 +0.3%
SC
402
Stephens Consulting
Michigan
$82.1K
EWA
403
EverSource Wealth Advisors
Alabama
$78K -$9.6K -127 -11%
EWM
404
EPG Wealth Management
Georgia
$70K
CIA
405
Cascade Investment Advisors
Oregon
$68.3K
OFG
406
Oxford Financial Group
Indiana
$68K
AWM
407
Atticus Wealth Management
Florida
$65K +$65K +863 New
TF
408
Tompkins Financial
New York
$60K
FFA
409
Founders Financial Alliance
North Carolina
$59K
AF
410
Advisornet Financial
Minnesota
$54K -$671K -8,777 -93%
MCC
411
Money Concepts Capital
Florida
$53K +$53K +705 New
GWSG
412
GPS Wealth Strategies Group
Colorado
$49K +$75 +1 +0.2%
BBHC
413
Brown Brothers Harriman & Co
New York
$45K
SMA
414
Sage Mountain Advisors
Georgia
$42K -$21.8K -291 -34%
CWP
415
Concord Wealth Partners
Virginia
$42K -$2.05K -27 -5%
KTC
416
Kistler-Tiffany Companies
Pennsylvania
$39K
TRCT
417
Tower Research Capital (TRC)
New York
$38K +$38K +506 New
CPFP
418
Clear Perspectives Financial Planning
Ohio
$36K -$13.7K -183 -28%
CHA
419
Carmichael Hill & Associates
Maryland
$35K
HI
420
Hudock Inc
Pennsylvania
$35K +$74 +1 +0.2%
MFC
421
Mechanics Financial Corp
Ohio
$34K
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$34.9K -464 -54%
JPLA
423
Joseph P. Lucia & Associates
New York
$30K +$30K +390 New
AFS
424
Annapolis Financial Services
Maryland
$28K
BC
425
Bartlett & Co
Ohio
$28K +$28K +365 New