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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
476
Avior Wealth Management
Nebraska
$75.2K
AssetMark Inc
477
AssetMark Inc
California
$74.6K -$21K -282 -22%
ANBT
478
American National Bank & Trust
Texas
$68.8K
PPC
479
Park Place Capital
Alabama
$68.4K
BWAM
480
Boyd Watterson Asset Management
Ohio
$67.2K
BONH
481
Bank of New Hampshire
New Hampshire
$66.8K
PCMC
482
Private Capital Management (Colorado)
Colorado
$66.3K
PP
483
Pacifica Partners
Canada
$63.5K
FHA
484
First Horizon Advisors
Tennessee
$60.4K
FFA
485
Founders Financial Alliance
North Carolina
$58.1K -$6.19K -83 -10%
ACA
486
Aptus Capital Advisors
Alabama
$58K +$42.8K +574 +283%
CFB
487
Cullen/Frost Bankers
Texas
$55.9K
FWM
488
Focused Wealth Management
New York
$53.6K
FIA
489
FNY Investment Advisers
New York
$52K +$52K +700 New
GWSG
490
GPS Wealth Strategies Group
Colorado
$51.6K
TC
491
Truvestments Capital
Florida
$50.4K
NS
492
NBC Securities
Alabama
$50K +$50K +674 New
EWM
493
EPG Wealth Management
Georgia
$49.2K
NCM
494
Northwest Capital Management
Oregon
$47.1K
FAM
495
Flaharty Asset Management
Florida
$45.7K +$45.7K +613 New
WOSD
496
WFA of San Diego
California
$44.8K
SMA
497
Sage Mountain Advisors
Georgia
$41.8K
RFA
498
Resurgent Financial Advisors
Georgia
$41.2K
KFI
499
Key Financial Inc
Pennsylvania
$40.1K
FWP
500
FAS Wealth Partners
Kansas
$38.2K +$38.2K +512 New