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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
AE Wealth Management
Kansas
$383K -$1.61M -18,318 -81%
B
402
Bellecapital
Switzerland
$378K
CKAIS
403
Christensen King & Associates Investment Services
Washington
$375K +$353 +4 +0.1%
Koshinski Asset Management
404
Koshinski Asset Management
Illinois
$371K -$277K -3,150 -43%
SWM
405
SFG Wealth Management
Maryland
$370K -$5.11K -58 -1%
VCP
406
Verus Capital Partners
Arizona
$369K +$20K +227 +6%
NF
407
Nikulski Financial
Iowa
$366K
AAM
408
Augustine Asset Management
Florida
$360K +$59K +670 +20%
FCG
409
Fielder Capital Group
Tennessee
$357K
MWM
410
Mission Wealth Management
California
$353K -$231K -2,619 -40%
BFC
411
Bedel Financial Consulting
Indiana
$352K
SSWM
412
Sheets Smith Wealth Management
North Carolina
$348K +$529 +6 +0.2%
WA
413
Wealthstream Advisors
New York
$347K
MIA
414
MMBG Investment Advisors
Florida
$345K
TW
415
TritonPoint Wealth
Maryland
$343K -$13.9K -158 -4%
CFG
416
Citizens Financial Group
Rhode Island
$340K +$26.4K +299 +8%
AP
417
Appleton Partners
Massachusetts
$340K -$18.5K -210 -5%
MIAS
418
Mason Investment Advisory Services
Virginia
$337K +$9.17K +104 +3%
UWPG
419
Ullmann Wealth Partners Group
Florida
$337K +$441 +5 +0.1%
CG
420
Clifford Group
Massachusetts
$337K -$13.2K -150 -4%
SC
421
Scotia Capital
Ontario, Canada
$333K
WIA
422
World Investment Advisors
California
$330K
ZB
423
Zions Bancorporation
Utah
$328K
CIC
424
Carnegie Investment Counsel
Ohio
$327K
LI
425
LRI Investments
Florida
$326K