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iShares Core S&P US Value ETF

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
426
WealthShield Partners
North Carolina
-$1.97M -27,381 Closed
SFA
427
Sequoia Financial Advisors
Ohio
-$1.71M -23,773 Closed
Citadel Advisors
428
Citadel Advisors
Florida
-$548K -7,620 Closed
LFAS
429
Level Four Advisory Services
Texas
-$459K -6,381 Closed
JWCA
430
J.W. Cole Advisors
Florida
-$437K -6,073 Closed
CRI
431
Colonial River Investments
Virginia
-$318K -4,421 Closed
VWA
432
V Wealth Advisors
Kansas
-$226K -3,126 Closed
SWM
433
SeaCrest Wealth Management
New York
-$216K -3,003 Closed
GG
434
GenWealth Group
New Jersey
-$204K -2,836 Closed
TI
435
tru Independence
Oregon
-$156K -2,170 Closed
FWM
436
FFT Wealth Management
Pennsylvania
-$147K -2,047 Closed
FPW
437
Flagship Private Wealth
Massachusetts
-$127K -1,763 Closed
PGWM
438
Parisi Gray Wealth Management
New Jersey
-$67K -925 Closed
SB
439
Strategic Blueprint
Georgia
-$50K -690 Closed
FI
440
Financial Insights
Washington
-$244K -339 Closed
DAM
441
Delta Asset Management
Tennessee
-$18K -250 Closed
TCM
442
Tradewinds Capital Management
Washington
-$15K -205 Closed
PWP
443
Personal Wealth Partners
Minnesota
-$14K -200 Closed
TCOV
444
Trust Company of Vermont
Vermont
-$10K -141 Closed
TRCT
445
Tower Research Capital (TRC)
New York
-$8K -113 Closed
CIA
446
Choate Investment Advisors
Massachusetts
-$5K -71 Closed
PC
447
Permanens Capital
New York
-$4K -54 Closed
HWM
448
Holloway Wealth Management
Florida
-$24K