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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
401
Patten & Patten
Tennessee
$257K
AP
402
Appleton Partners
Massachusetts
$257K
NGA
403
Naples Global Advisors
Florida
$255K +$2.33K +31 +0.9%
AWAP
404
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K
SHFA
405
SC&H Financial Advisors
Maryland
$250K
PCIA
406
Prime Capital Investment Advisors
Kansas
$249K -$15K -201 -6%
APW
407
Austin Private Wealth
Texas
$246K
AIM
408
Anchor Investment Management
South Carolina
$245K
CWM
409
Cornerstone Wealth Management
Missouri
$243K +$243K +3,257 New
CFD
410
Creative Financial Designs
Indiana
$242K +$98K +1,313 +68%
HWM
411
HB Wealth Management
Georgia
$242K +$8.88K +119 +4%
CIM
412
Confluence Investment Management
Missouri
$241K -$18.4K -246 -7%
RPCA
413
Running Point Capital Advisors
California
$241K +$241K +3,227 New
OWA
414
Octavia Wealth Advisors
Ohio
$236K
BWM
415
Brickley Wealth Management
California
$235K
NAS
416
Nicolet Advisory Services
Wisconsin
$233K +$1.4K +19 +0.6%
AAM
417
Augustine Asset Management
Florida
$233K -$4.25K -57 -2%
CS
418
Comerica Securities
Michigan
$229K +$27.6K +368 +14%
BSSFA
419
Baron Silver Stevens Financial Advisors
Florida
$228K -$24.4K -327 -10%
ADL
420
Asset Dedication LLC
California
$226K
SCP
421
Syntal Capital Partners
Texas
$224K
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$222K -$174K -2,329 -44%
CA
423
Clearstead Advisors
Ohio
$222K +$111K +1,490 +100%
HA
424
HFG Advisors
Ohio
$221K
XF
425
XML Financial
Maryland
$219K -$4.4K -59 -2%