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iShares Core S&P US Value ETF

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
426
Kingsview Wealth Management
Oregon
$210K +$210K +2,979 New
GFWA
427
Grey Fox Wealth Advisors
Delaware
$210K +$210K +2,969 New
HA
428
HFG Advisors
Ohio
$209K +$209K +2,962 New
SFS
429
Strategic Financial Services
New York
$207K +$207K +2,928 New
BO
430
Bank OZK
Arkansas
$204K +$204K +2,885 New
TL
431
Tradewinds LLC
North Carolina
$203K +$203K +2,394 New
PA
432
Pinnacle Associates
New York
$203K +$203K +2,870 New
CS
433
Comerica Securities
Michigan
$198K +$198K +2,810 New
WCAMG
434
Woodard & Company Asset Management Group
North Carolina
$198K
AWM
435
Angeles Wealth Management
California
$189K
BWA
436
BDO Wealth Advisors
Florida
$168K -$5.86K -83 -3%
OA
437
Operose Advisors
Wisconsin
$162K
EWA
438
EverSource Wealth Advisors
Alabama
$156K +$102K +1,444 +188%
FFA
439
Farther Finance Advisors
California
$145K +$145K +2,048 New
MA
440
MCF Advisors
Kentucky
$142K
CFB
441
Cullen/Frost Bankers
Texas
$142K +$39.4K +558 +39%
NFSG
442
Newbridge Financial Services Group
Florida
$141K +$7.77K +110 +6%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$9.11K -129 -7%
TFGT
444
TS Financial Group (TSFG)
Illinois
$125K +$354 +5 +0.3%
FFC
445
First Financial Corp
Indiana
$124K
LWP
446
Laurel Wealth Planning
Minnesota
$122K
OCM
447
Osterweis Capital Management
California
$119K
HI
448
Harbour Investments
Wisconsin
$106K +$6.43K +91 +6%
FP
449
Financial Perspectives
Minnesota
$106K +$636 +9 +0.6%
CA
450
Clearstead Advisors
Ohio
$105K