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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$42.2M -$8.39M -107,188 -17%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$41.7M -$8.52M -108,887 -17%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$41.1M -$661K -8,450 -2%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$40.2M -$864K -11,041 -2%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$39.8M +$3.11M +39,753 +8%
TLA
31
Tanglewood Legacy Advisors
Texas
$38.9M +$218K +2,782 +0.6%
GWM
32
GDS Wealth Management
Texas
$38.8M +$959K +12,248 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$37.4M -$983K -12,563 -3%
Ameriprise
34
Ameriprise
Minnesota
$36.4M -$7.63M -97,241 -17%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$36.4M +$10.5M +134,772 +41%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$36.2M -$137K -1,752 -0.4%
AF
37
Allworth Financial
California
$35.9M +$6.8M +86,844 +23%
IAN
38
Integrated Advisors Network
Texas
$35.3M +$33.1M +422,823 +1,494%
SSB
39
Sandy Spring Bank
Maryland
$33.7M -$957K -12,225 -3%
GFA
40
Gallagher Fiduciary Advisors
Illinois
$32M -$242K -3,088 -0.7%
CG
41
Colony Group
Massachusetts
$29.4M -$1.06M -13,538 -3%
HFS
42
Hantz Financial Services
Michigan
$27.2M +$886K +11,322 +3%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$25.3M -$623K -7,962 -2%
FWM
44
ForthRight Wealth Management
Georgia
$24.8M -$297K -3,799 -1%
AWS
45
Atria Wealth Solutions
New York
$24.7M -$629K -8,043 -2%
NFG
46
Nadler Financial Group
Illinois
$24.4M +$12.8M +163,279 +110%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$24.4M -$2.23M -28,472 -8%
PBF
48
Petix & Botte Financial
California
$23.8M +$12.3M +157,740 +107%
AAS
49
Avantax Advisory Services
Texas
$23.7M +$251K +3,212 +1%
BPA
50
Beacon Pointe Advisors
California
$23.5M +$22.8M +291,840 +3,607%