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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
MIAS
426
Mason Investment Advisory Services
Virginia
$337K
CIC
427
Carnegie Investment Counsel
Ohio
$336K
LI
428
LRI Investments
Florida
$335K +$335K +3,703 New
RWP
429
Ridgecrest Wealth Partners
California
$335K
FRA
430
Front Row Advisors
California
$334K +$12.5K +138 +4%
CT
431
Colonial Trust
South Carolina
$334K
KAM
432
Kraft Asset Management
Tennessee
$330K
MGAM
433
McGowan Group Asset Management
Texas
$330K +$1.63K +18 +0.5%
CWM
434
Congress Wealth Management
Massachusetts
$329K
RJT
435
Raymond James Trust
Florida
$328K +$14.3K +158 +5%
CAM
436
CPA Asset Management
Florida
$323K
CFG
437
Citizens Financial Group
Rhode Island
$322K
JIC
438
Joel Isaacson & Co
New York
$321K +$321K +3,545 New
EWA
439
Encompass Wealth Advisors
Oregon
$317K
Bessemer Group
440
Bessemer Group
New Jersey
$317K -$12.7K -140 -4%
TPWA
441
Twin Peaks Wealth Advisors
California
$316K -$19.8K -219 -6%
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$314K +$8.03K +90 +3%
AWAP
443
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$311K +$362 +4 +0.1%
NGA
444
Naples Global Advisors
Florida
$309K +$1.36K +15 +0.4%
AAM
445
Augustine Asset Management
Florida
$309K +$6.51K +72 +2%
OWA
446
Octavia Wealth Advisors
Ohio
$308K +$15.2K +168 +5%
SHFA
447
SC&H Financial Advisors
Maryland
$306K +$1.09K +12 +0.4%
PP
448
Patten & Patten
Tennessee
$300K +$11.3K +125 +4%
APW
449
Austin Private Wealth
Texas
$293K
KWM
450
Kingsview Wealth Management
Oregon
$291K -$32K -354 -10%