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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
401
BTC Capital Management
Iowa
$476K
DFG
402
Dynamic Financial Group
Iowa
$469K +$469K +5,061 New
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$468K -$330K -3,560 -41%
KWM
404
Kingsview Wealth Management
Oregon
$466K +$105K +1,131 +29%
EWM
405
Empirical Wealth Management
Washington
$464K
KHC
406
Koesten Hirschmann & Crabtree
Kansas
$463K -$2.78K -30 -0.6%
RFA
407
RTD Financial Advisors
Pennsylvania
$454K -$26.9K -290 -6%
TF
408
Tompkins Financial
New York
$452K
MWM
409
Mission Wealth Management
California
$445K +$72.8K +786 +20%
BCM
410
Becker Capital Management
Oregon
$443K
SCM
411
SOL Capital Management
Maryland
$440K
BW
412
BIP Wealth
Georgia
$439K +$32.9K +355 +8%
BFS
413
Bradley Foster & Sargent
Connecticut
$438K
MPW
414
Melone Private Wealth
Michigan
$435K +$741 +8 +0.2%
SFC
415
SYM Financial Corp
Indiana
$434K
CIA
416
Choate Investment Advisors
Massachusetts
$434K
VPIM
417
Vanguard Personalized Indexing Management
California
$431K -$1.85K -20 -0.4%
CL
418
CIM LLC
New York
$429K +$2.22K +24 +0.5%
BH
419
Burk Holdings
Oklahoma
$428K +$428K +4,621 New
ISFAN
420
Investor's Fiduciary Advisor Network
Washington
$427K +$427K +4,616 New
EWA
421
Exencial Wealth Advisors
Oklahoma
$427K
EIP
422
Ellis Investment Partners
Pennsylvania
$427K -$21.9K -237 -5%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$427K +$254K +2,740 +148%
FFP
424
FourThought Financial Partners
Florida
$426K -$53.1K -573 -11%
SF
425
Safeguard Financial
Wisconsin
$426K