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iShares Core S&P US Value ETF

623 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+57
Holders Change %
+10.07%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
219
Reduced
175
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
451
Anchor Investment Management
South Carolina
$277K
CFD
452
Creative Financial Designs
Indiana
$276K +$2.7K +32 +1%
Betterment LLC
453
Betterment LLC
New York
$275K -$35.6K -422 -11%
FTDI
454
First Trust Direct Indexing
Massachusetts
$274K +$274K +3,248 New
OWA
455
Octavia Wealth Advisors
Ohio
$273K +$8.43K +100 +3%
RPCA
456
Running Point Capital Advisors
California
$272K
PP
457
Patten & Patten
Tennessee
$269K -$21.1K -250 -7%
NAS
458
Nicolet Advisory Services
Wisconsin
$267K
WFA
459
WMG Financial Advisors
Tennessee
$266K +$266K +3,154 New
HWM
460
HB Wealth Management
Georgia
$263K -$10K -119 -4%
KWM
461
KFG Wealth Management
Indiana
$262K +$16.4K +194 +7%
ADL
462
Asset Dedication LLC
California
$256K
LFA
463
Lauterbach Financial Advisors
Texas
$255K +$12.7K +151 +5%
E3F
464
Eight 31 Financial
Texas
$251K +$251K +2,982 New
XF
465
XML Financial
Maryland
$250K +$2.45K +29 +1%
HA
466
HFG Advisors
Ohio
$250K
HWMA
467
Heritage Wealth Management (Arizona)
Arizona
$249K +$249K +2,954 New
BO
468
Bank OZK
Arkansas
$248K +$4.05K +48 +2%
DWP
469
Daymark Wealth Partners
Ohio
$246K +$246K +2,915 New
CFA
470
CWS Financial Advisors
Michigan
$244K +$244K +2,898 New
GFWA
471
Grey Fox Wealth Advisors
Delaware
$243K -$11.4M -135,094 -98%
CIA
472
Compass Ion Advisors
Pennsylvania
$243K
TC
473
TAP Consulting
Missouri
$238K
BWM
474
BNC Wealth Management
Oregon
$238K +$337 +4 +0.1%
WCAMG
475
Woodard & Company Asset Management Group
North Carolina
$236K