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iShares Core S&P US Value ETF

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
426
Abound Wealth Management
Tennessee
$21.4K +$21.4K +319 New
CA
427
Clearstead Advisors
Ohio
$20K -$79.3K -1,190 -80%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$20K
CA
429
CoreCap Advisors
Michigan
$19K +$19K +278 New
NSB
430
Norway Savings Bank
Maine
$17K
LC
431
Lindbrook Capital
California
$16K
Qube Research & Technologies (QRT)
432
Qube Research & Technologies (QRT)
United Kingdom
$15K -$157K -2,343 -91%
SWM
433
Sugarloaf Wealth Management
Georgia
$15K
PCFFS
434
Pacific Center for Financial Services
California
$15K
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$15K +$15K +226 New
HIA
436
Harbor Investment Advisory
Maryland
$14K -$65 -1 -0.5%
MRCM
437
M&R Capital Management
New Jersey
$13K +$13K +200 New
PCA
438
Providence Capital Advisors
North Carolina
$12K
CWM
439
Curi Wealth Management
North Carolina
$12K +$128 +2 +1%
SN
440
Sittner & Nelson
Oregon
$11K
TCWA
441
Ten Capital Wealth Advisors
Washington
$11K +$815 +12 +8%
VCM
442
Viewpoint Capital Management
Washington
$10K
LDFR
443
Lehman & Derafelo Financial Resources
Pennsylvania
$10K +$10K +150 New
CAL
444
Capital Advisors Ltd
Ohio
$10K +$10K +153 New
CTB
445
Country Trust Bank
Illinois
$9K
PA
446
PSI Advisors
Florida
$9K
GI
447
Gradient Investments
Minnesota
$9K
TCOV
448
Trust Company of Vermont
Vermont
$9K +$9K +141 New
AA
449
Ancora Advisors
Ohio
$8K -$4.95K -73 -38%
WTC
450
WhitTier Trust Company
Nevada
$8K