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iShares Core S&P US Value ETF

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
401
GPS Wealth Strategies Group
Colorado
$43K +$63 +1 +0.1%
TF
402
Tompkins Financial
New York
$42K -$7.61K -121 -15%
TC
403
Truvestments Capital
Florida
$42K
EWM
404
EPG Wealth Management
Georgia
$41K +$41K +659 New
SMA
405
Sage Mountain Advisors
Georgia
$35K
KTC
406
Kistler-Tiffany Companies
Pennsylvania
$33K
DWP
407
Destiny Wealth Partners
Florida
$33K
HGERS
408
Householder Group Estate & Retirement Specialist
Arizona
$32K +$32K +516 New
HI
409
Hudock Inc
Pennsylvania
$31K +$185 +3 +0.6%
DWA
410
Dougherty Wealth Advisers
Minnesota
$31K +$31K +498 New
CHA
411
Carmichael Hill & Associates
Maryland
$29K
MFC
412
Mechanics Financial Corp
Ohio
$28K
AssetMark Inc
413
AssetMark Inc
California
$27K
MA
414
MUFG Americas
New York
$26K +$26K +414 New
BWM
415
Baystate Wealth Management
Massachusetts
$25K
EWM
416
Evermay Wealth Management
Virginia
$25K +$25K +400 New
EI
417
Ellevest Inc
New York
$25K +$25K +403 New
BC
418
Bartlett & Co
Ohio
$23K
AWM
419
Accel Wealth Management
Iowa
$23K
BCWM
420
Bartlett & Co Wealth Management
Ohio
$22.9K
CIAS
421
Capital Investment Advisory Services
North Carolina
$22K -$16.5K -268 -43%
KFI
422
Key Financial Inc
Pennsylvania
$21K
TFS
423
TrustCore Financial Services
Tennessee
$21K
AWM
424
Abound Wealth Management
Tennessee
$20.1K +$188 +3 +0.9%
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$19K -$54.9K -879 -74%