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iShares Core S&P US Value ETF

623 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+57
Holders Change %
+10.07%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
219
Reduced
175
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
501
WealthShield Partners
North Carolina
$148K
GG
502
Greenwood Gearhart
Arkansas
$148K +$148K +1,750 New
EW
503
Element Wealth
Mississippi
$144K -$3.71K -44 -3%
ME
504
McIlrath & Eck
Washington
$144K -$332K -3,938 -70%
AW
505
Avion Wealth
Texas
$141K
FP
506
Financial Perspectives
Minnesota
$138K +$6.41K +76 +5%
IA
507
IFP Advisors
Florida
$137K -$25.1K -298 -15%
BWM
508
Baystate Wealth Management
Massachusetts
$129K +$1.01K +12 +0.8%
CA
509
Clearstead Advisors
Ohio
$126K -$126K -1,490 -50%
NP
510
NorthRock Partners
Minnesota
$125K +$125K +1,480 New
CAL
511
Capital Analysts LLC
Pennsylvania
$122K -$26.5K -315 -18%
MIM
512
Macroview Investment Management
Maryland
$121K -$2.95K -35 -2%
ZB
513
Zions Bancorporation
Utah
$120K
HGERS
514
Householder Group Estate & Retirement Specialist
Arizona
$111K -$17.5K -208 -14%
DIP
515
DT Investment Partners
Pennsylvania
$109K
VL
516
Vima LLC
Michigan
$109K +$109K +1,292 New
SIS
517
Sound Income Strategies
Florida
$106K +$106K +1,262 New
OFG
518
Oxford Financial Group
Indiana
$104K
PA
519
Pineridge Advisors
Missouri
$103K +$103K +1,216 New
MPCG
520
Matrix Private Capital Group
New York
$101K
First Manhattan
521
First Manhattan
New York
$98.8K
BBHC
522
Brown Brothers Harriman & Co
New York
$98.8K
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.2K -$26.3K -312 -21%
AssetMark Inc
524
AssetMark Inc
California
$94.3K +$9.95K +118 +12%
SA
525
Scarborough Advisors
Maryland
$92.5K +$92.5K +1,097 New