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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 %
TCA
451
Transcend Capital Advisors
New Jersey
$288K +$288K +3,186 New
WGC
452
Watts Gwilliam & Co
Arizona
$285K +$285K +3,187 New
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$285K +$33.9K +375 +14%
FTDI
454
First Trust Direct Indexing
Massachusetts
$284K -$9.95K -110 -3%
NAS
455
Nicolet Advisory Services
Wisconsin
$283K
HWM
456
HB Wealth Management
Georgia
$282K
XF
457
XML Financial
Maryland
$278K +$9.86K +109 +4%
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
$277K -$7.29M -80,611 -96%
ADL
459
Asset Dedication LLC
California
$274K
LFA
460
Lauterbach Financial Advisors
Texas
$271K -$2.99K -33 -1%
HA
461
HFG Advisors
Ohio
$268K
VP
462
Verum Partners
North Carolina
$267K -$121K -1,342 -31%
BWM
463
BNC Wealth Management
Oregon
$266K +$11.3K +125 +4%
CIA
464
Compass Ion Advisors
Pennsylvania
$265K +$4.07K +45 +2%
AIM
465
Anchor Investment Management
South Carolina
$262K -$34.2K -378 -12%
E3F
466
Eight 31 Financial
Texas
$262K -$7.51K -83 -3%
BMMM
467
Boston Mountain Money Management
Arkansas
$262K +$262K +2,899 New
BO
468
Bank OZK
Arkansas
$261K -$4.52K -50 -2%
DWP
469
Daymark Wealth Partners
Ohio
$260K -$4.07K -45 -2%
SRCM
470
Signature Resources Capital Management
California
$256K -$20.8K -247 -8%
HWMA
471
Heritage Wealth Management (Arizona)
Arizona
$256K -$11K -122 -4%
TC
472
TAP Consulting
Missouri
$256K +$1.27K +14 +0.5%
WCAMG
473
Woodard & Company Asset Management Group
North Carolina
$253K
CAMG
474
CWA Asset Management Group
Florida
$249K -$57.5K -636 -19%
BFWA
475
Benchmark Financial Wealth Advisors
Florida
$249K -$128K -1,412 -34%