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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
426
KFG Wealth Management
Indiana
$217K +$217K +2,913 New
BO
427
Bank OZK
Arkansas
$215K -$6.19K -83 -3%
CIA
428
Compass Ion Advisors
Pennsylvania
$215K +$215K +2,882 New
LFA
429
Lauterbach Financial Advisors
Texas
$214K -$5.15K -69 -2%
TC
430
TAP Consulting
Missouri
$210K +$2.31K +31 +1%
BWM
431
BNC Wealth Management
Oregon
$210K -$15.2K -204 -7%
JFG
432
JMG Financial Group
Illinois
$209K +$209K +2,805 New
WCAMG
433
Woodard & Company Asset Management Group
North Carolina
$209K
Chevy Chase Trust
434
Chevy Chase Trust
Maryland
$209K +$209K +2,796 New
NW
435
NewEdge Wealth
Pennsylvania
$208K +$11.2K +150 +6%
TSS
436
Two Sigma Securities
New York
$206K -$214K -2,870 -51%
WCG
437
Weaver Consulting Group
California
$205K
FIA
438
Foundations Investment Advisors
Arizona
$203K -$233K -3,119 -53%
MHIC
439
Marble Harbor Investment Counsel
Massachusetts
$202K +$202K +2,713 New
PA
440
Pinnacle Associates
New York
$201K
KA
441
Klingman & Associates
New York
$201K
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$200K -$513K -6,558 -72%
CFGS
443
Concourse Financial Group Securities
Alabama
$199K -$41.3K -550 -17%
OIA
444
Optimum Investment Advisors
Illinois
$194K
HL
445
HeadInvest LLC
Maine
$193K
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$182K -$35.9K -485 -16%
OA
447
Operose Advisors
Wisconsin
$178K
CWC
448
Carolinas Wealth Consulting
North Carolina
$160K -$368K -5,041 -70%
MA
449
MCF Advisors
Kentucky
$151K
AWM
450
Angeles Wealth Management
California
$147K