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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 %
FCG
451
Fielder Capital Group
Tennessee
$366K -$231K -2,500 -39%
NW
452
NewEdge Wealth
Pennsylvania
$365K -$686K -7,412 -65%
PAS
453
Park Avenue Securities
New York
$365K +$149K +1,606 +69%
WA
454
Wealthstream Advisors
New York
$365K
MIA
455
MMBG Investment Advisors
Florida
$363K
AAM
456
Augustine Asset Management
Florida
$360K -$17.7K -191 -5%
TW
457
TritonPoint Wealth
Maryland
$360K
UWPG
458
Ullmann Wealth Partners Group
Florida
$355K +$648 +7 +0.2%
MGAM
459
McGowan Group Asset Management
Texas
$354K +$12.8K +138 +4%
CG
460
Clifford Group
Massachusetts
$354K
SC
461
Scotia Capital
Ontario, Canada
$350K
PFA
462
Pathway Financial Advisors
Vermont
$348K +$348K +3,758 New
ZB
463
Zions Bancorporation
Utah
$345K
CIC
464
Carnegie Investment Counsel
Ohio
$344K
LI
465
LRI Investments
Florida
$343K
RWP
466
Ridgecrest Wealth Partners
California
$343K
CT
467
Colonial Trust
South Carolina
$342K
KAM
468
Kraft Asset Management
Tennessee
$341K
LIM
469
Leavell Investment Management
Alabama
$339K -$4.72K -51 -1%
UAG
470
United Advisor Group
Ohio
$339K +$128K +1,378 +60%
PCM
471
Parsons Capital Management
Rhode Island
$332K
AF
472
Apollon Financial
South Carolina
$331K +$331K +3,574 New
National Bank of Canada
473
National Bank of Canada
Quebec, Canada
$330K -$6.11K -66 -2%
AW
474
Alteri Wealth
California
$330K +$330K +3,563 New
FRA
475
Front Row Advisors
California
$330K