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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
426
Cutler Capital Management
Massachusetts
$423K
CS
427
Cannell & Spears
New York
$418K
OFG
428
Oxford Financial Group
Indiana
$417K +$411K +4,436 +6,825%
WP
429
Wealthspan Partners
Iowa
$413K -$19.1K -206 -4%
TPWA
430
TRUE Private Wealth Advisors
Oregon
$411K -$2.59K -28 -0.6%
LOIP
431
Live Oak Investment Partners
Texas
$411K -$330K
NG
432
Norden Group
Utah
$409K
CAG
433
Csenge Advisory Group
Florida
$409K -$7.69K -83 -2%
XF
434
XML Financial
Maryland
$406K +$54.8K +592 +16%
PPWP
435
Premier Path Wealth Partners
New Jersey
$402K
SWM
436
SFG Wealth Management
Maryland
$402K +$12.3K +133 +3%
CKAIS
437
Christensen King & Associates Investment Services
Washington
$399K -$1.41K -15 -0.4%
WTC
438
WhitTier Trust Company
Nevada
$398K
B
439
Bellecapital
Switzerland
$397K
AWM
440
AE Wealth Management
Kansas
$395K -$84.4K -912 -18%
SL
441
SWMG LLC
Texas
$392K -$128K -1,355 -25%
TC
442
TFR Capital
Texas
$390K +$390K +4,217 New
SG
443
StoneX Group
New York
$388K +$388K +4,196 New
BOM
444
Bank of Marin
California
$381K -$18.1K -196 -5%
BFC
445
Bedel Financial Consulting
Indiana
$379K -$2K -21 -0.5%
IAG
446
Investment Advisory Group
Massachusetts
$379K
SI
447
Stephens Inc
Arkansas
$376K -$31.1K -336 -8%
JWCA
448
J.W. Cole Advisors
Florida
$372K -$198K -2,142 -35%
NF
449
Nikulski Financial
Iowa
$369K
BMCM
450
Bryn Mawr Capital Management
Pennsylvania
$367K