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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
426
Ridgecrest Wealth Partners
California
$326K
FRA
427
Front Row Advisors
California
$326K
CT
428
Colonial Trust
South Carolina
$325K
PFG
429
Peterson Financial Group
Iowa
$324K -$17.4K -198 -5%
MGAM
430
McGowan Group Asset Management
Texas
$323K +$1.5K +17 +0.5%
KAM
431
Kraft Asset Management
Tennessee
$321K
CWM
432
Congress Wealth Management
Massachusetts
$320K
RJT
433
Raymond James Trust
Florida
$320K
PCM
434
Parsons Capital Management
Rhode Island
$316K -$15.7K -178 -5%
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$315K +$7K +80 +2%
CAM
436
CPA Asset Management
Florida
$315K
JIC
437
Joel Isaacson & Co
New York
$312K
EWA
438
Encompass Wealth Advisors
Oregon
$309K
Bessemer Group
439
Bessemer Group
New Jersey
$309K
USCWA
440
U.S. Capital Wealth Advisors
Texas
$303K -$207K -2,349 -41%
AWAP
441
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K +$264 +3 +0.1%
XF
442
XML Financial
Maryland
$302K +$30.3K +344 +11%
MCM
443
Mitchell Capital Management
Kansas
$300K -$2.97M -33,710 -91%
SHFA
444
SC&H Financial Advisors
Maryland
$299K +$1.06K +12 +0.4%
KWM
445
Kingsview Wealth Management
Oregon
$295K +$11.4K +129 +4%
NGA
446
Naples Global Advisors
Florida
$293K -$7.93K -90 -3%
PP
447
Patten & Patten
Tennessee
$293K
APW
448
Austin Private Wealth
Texas
$290K
BCA
449
Bay Colony Advisors
Massachusetts
$286K -$43.5K -494 -13%
RRA
450
Round Rock Advisors
Connecticut
$283K -$609K -6,913 -68%