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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 %
GIA
501
GHP Investment Advisors
Colorado
$38K +$38K +511 New
DWA
502
Dougherty Wealth Advisers
Minnesota
$37.2K
CWP
503
Concord Wealth Partners
Virginia
$35.8K
CHA
504
Carmichael Hill & Associates
Maryland
$34.8K
MFC
505
Mechanics Financial Corp
Ohio
$33.4K
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$28.1K -$8.51K -114 -23%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$27.4K
BC
508
Bartlett & Co
Ohio
$27K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$26K +$3.58K +48 +16%
AWM
510
Abound Wealth Management
Tennessee
$24.4K
CSC
511
Caldwell Sutter Capital
California
$21.2K
TWM
512
Tradition Wealth Management
Minnesota
$21K +$21K +285 New
CIAS
513
Capital Investment Advisory Services
North Carolina
$18.5K -$21.9K -294 -54%
TCOV
514
Trust Company of Vermont
Vermont
$18.4K +$7.84K +105 +74%
HIA
515
Harbor Investment Advisory
Maryland
$18.1K
LC
516
Lindbrook Capital
California
$17.6K
PCFFS
517
Pacific Center for Financial Services
California
$16.6K
NFSG
518
Newbridge Financial Services Group
Florida
$16.6K -$85.6K -1,147 -84%
SIC
519
Salem Investment Counselors
North Carolina
$15.2K
VCM
520
Viewpoint Capital Management
Washington
$13.4K
PWMG
521
Provence Wealth Management Group
California
$12.3K +$12.3K +165 New
SN
522
Sittner & Nelson
Oregon
$11.8K
SWM
523
Sugarloaf Wealth Management
Georgia
$11K
CAL
524
Capital Advisors Ltd
Ohio
$11K
TF
525
Tompkins Financial
New York
$9.7K -$1.94K -26 -17%