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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCH
501
PGIM Custom Harvest
New Jersey
$209K +$209K +2,366 New
HSWM
502
Hubbell Strickland Wealth Management
Louisiana
$207K -$2.12K -24 -1%
SWM
503
Silverlake Wealth Management
Vermont
$207K
SWRP
504
Summit Wealth & Retirement Planning
California
$207K
CWC
505
Carolinas Wealth Consulting
North Carolina
$204K +$13.5K +153 +7%
PFA
506
Pinnacle Family Advisors
Missouri
$202K +$88 +1 +0%
PAS
507
Park Avenue Securities
New York
$200K +$200K +2,272 New
AWM
508
Angeles Wealth Management
California
$190K -$336K -3,808 -64%
IA
509
IFP Advisors
Florida
$188K -$29.6K -336 -14%
MA
510
MCF Advisors
Kentucky
$177K
LFG
511
Larson Financial Group
Missouri
$175K +$79.2K +899 +83%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$163K
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$163K +$101K +1,149 +164%
HI
514
Harbour Investments
Wisconsin
$156K -$12.3K -140 -7%
FFC
515
First Financial Corp
Indiana
$155K
WP
516
WealthShield Partners
North Carolina
$154K
AWM
517
Avior Wealth Management
Nebraska
$153K +$15.4K +175 +11%
FP
518
Financial Perspectives
Minnesota
$152K +$2.65K +30 +2%
ME
519
McIlrath & Eck
Washington
$152K +$705 +8 +0.5%
AW
520
Avion Wealth
Texas
$147K
EW
521
Element Wealth
Mississippi
$144K -$14.4K -164 -9%
CA
522
Continuum Advisory
Idaho
$137K
PP
523
Pacifica Partners
Canada
$134K +$134K +1,522 New
AT
524
Arlington Trust
Alabama
$133K
CA
525
Clearstead Advisors
Ohio
$131K