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iShares Core S&P US Value ETF

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
401
TimeScale Financial
Massachusetts
$51K +$51K +763 New
GWSG
402
GPS Wealth Strategies Group
Colorado
$46K +$2.09K +31 +5%
TC
403
Truvestments Capital
Florida
$45K +$45K +675 New
CIAS
404
Capital Investment Advisory Services
North Carolina
$42K +$24K +357 +133%
BBHC
405
Brown Brothers Harriman & Co
New York
$40K
CI
406
CX Institutional
Indiana
$40K +$40K +587 New
WOSD
407
WFA of San Diego
California
$40K +$40K +600 New
SMA
408
Sage Mountain Advisors
Georgia
$37K
DWP
409
Destiny Wealth Partners
Florida
$35K -$78.1K -1,183 -69%
KTC
410
Kistler-Tiffany Companies
Pennsylvania
$35K
CWP
411
Concord Wealth Partners
Virginia
$34K -$3.45K -51 -9%
HI
412
Hudock Inc
Pennsylvania
$33K +$2.04K +31 +7%
CPFP
413
Clear Perspectives Financial Planning
Ohio
$32K
CHA
414
Carmichael Hill & Associates
Maryland
$31K
MFC
415
Mechanics Financial Corp
Ohio
$30K
AssetMark Inc
416
AssetMark Inc
California
$29K -$1.52M -22,522 -98%
BWM
417
Baystate Wealth Management
Massachusetts
$27K -$220K -3,260 -89%
JPLA
418
Joseph P. Lucia & Associates
New York
$26K
AFS
419
Annapolis Financial Services
Maryland
$25K
BCWM
420
Bartlett & Co Wealth Management
Ohio
$24.4K
GLLW
421
Graves Light Lenhart Wealth
Virginia
$24K
AWM
422
Accel Wealth Management
Iowa
$24K
BC
423
Bartlett & Co
Ohio
$24K
TFS
424
TrustCore Financial Services
Tennessee
$23K +$2.71K +40 +13%
KFI
425
Key Financial Inc
Pennsylvania
$23K +$19.2K +282 +504%