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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
WS
501
Wedbush Securities
California
$208K +$208K +2,304 New
PFA
502
Pinnacle Family Advisors
Missouri
$207K +$207K +2,289 New
WANY
503
Wealthspire Advisors (New York)
New York
$206K +$206K +2,273 New
AWM
504
Apollon Wealth Management
South Carolina
$204K -$273K -3,016 -57%
ITB
505
Idaho Trust Bank
Idaho
$204K +$204K +2,250 New
FWM
506
Fingerlakes Wealth Management
New York
$204K +$204K +2,250 New
PL
507
Plancorp LLC
Missouri
$203K +$203K +2,247 New
IAS
508
Insigneo Advisory Services
Florida
$202K +$202K +2,238 New
AWM
509
Accel Wealth Management
Iowa
$202K +$202K +2,228 New
CWC
510
Carolinas Wealth Consulting
North Carolina
$195K +$90 +1 +0%
MA
511
MCF Advisors
Kentucky
$182K
HI
512
Harbour Investments
Wisconsin
$172K -$11.2K -124 -6%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$167K +$167K +1,857 New
EW
514
Element Wealth
Mississippi
$162K +$8.14K +90 +5%
FFC
515
First Financial Corp
Indiana
$159K
WP
516
WealthShield Partners
North Carolina
$158K
ME
517
McIlrath & Eck
Washington
$155K +$814 +9 +0.5%
FP
518
Financial Perspectives
Minnesota
$153K +$5.52K +61 +4%
NP
519
NorthRock Partners
Minnesota
$151K +$17.4K +192 +13%
AW
520
Avion Wealth
Texas
$151K
WIC
521
Woodmont Investment Counsel
Tennessee
$147K +$147K +1,628 New
AWM
522
Avior Wealth Management
Nebraska
$141K +$49.2K +544 +53%
CA
523
Continuum Advisory
Idaho
$138K +$138K +1,556 New
AT
524
Arlington Trust
Alabama
$136K -$72.5K -802 -35%
CA
525
Clearstead Advisors
Ohio
$133K