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iShares Core S&P US Value ETF

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
26
Allworth Financial
California
$26.6M +$425K +6,000 +2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$3.62M +48,422 +16%
Osaic Holdings
28
Osaic Holdings
Arizona
$26M +$1.16M +16,298 +5%
UCFA
29
United Capital Financial Advisors
Texas
$25.8M -$1.02M -14,429 -4%
CG
30
Colony Group
Massachusetts
$23.9M -$2.6M -36,624 -10%
WWM
31
Windsor Wealth Management
Indiana
$23.5M +$2.36M +32,820 +11%
HFS
32
Hantz Financial Services
Michigan
$22M +$985K +13,895 +5%
RJA
33
Raymond James & Associates
Florida
$18.9M +$1.68M +23,696 +10%
AAS
34
Avantax Advisory Services
Texas
$18.3M +$1M +14,157 +6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$17.8M -$2.72M -38,371 -13%
PBF
36
Petix & Botte Financial
California
$17.7M +$9.87M +139,313 +126%
PSUF
37
People's United Financial
Connecticut
$17.3M +$97.5K +1,376 +0.6%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$16.5M +$2.41M +44,466 +17%
EWA
39
ERTS Wealth Advisors
Michigan
$15.9M +$1.14M +16,146 +8%
MML Investors Services
40
MML Investors Services
Massachusetts
$15.5M -$1.56M -21,967 -9%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$15.2M -$128K -1,806 -0.8%
IWMWV
42
Ironwood Wealth Management (West Virginia)
West Virginia
$15.1M +$822K +11,597 +6%
Ameriprise
43
Ameriprise
Minnesota
$14.9M -$7.09M -100,175 -32%
FWM
44
ForthRight Wealth Management
Georgia
$14.2M +$626K +8,825 +5%
CWP
45
Corepath Wealth Partners
Arizona
$13.7M +$469K +6,519 +4%
CFD
46
Creative Financial Designs
Indiana
$12.8M +$1.59M +22,403 +14%
MWP
47
Madison Wealth Partners
Wisconsin
$11.7M +$1.23M +17,419 +12%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$830K +11,704 +8%
IAN
49
Integrated Advisors Network
Texas
$10.5M -$307K -4,337 -3%
KAS
50
Kestra Advisory Services
Texas
$10.5M -$3.86M -54,422 -27%