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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
SHFA
501
SC&H Financial Advisors
Maryland
$287K +$1.11K +12 +0.4%
SCM
502
Shapiro Capital Management
Georgia
$287K +$287K +3,100 New
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$286K +$286K +3,087 New
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$283K -$120K -1,296 -30%
FDW
505
Fourth Dimension Wealth
Ohio
$282K +$282K +3,048 New
AWP
506
Astra Wealth Partners
New Jersey
$282K +$282K +3,045 New
VFA
507
Valeo Financial Advisors
Indiana
$282K
ADL
508
Asset Dedication LLC
California
$280K
CIA
509
Compass Ion Advisors
Pennsylvania
$274K
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$274K +$49.1K +530 +22%
MSA
511
Marino Stram & Associates
Massachusetts
$274K +$5K +54 +2%
VP
512
Verum Partners
North Carolina
$274K
TC
513
TAP Consulting
Missouri
$271K +$4.07K +44 +2%
CWC
514
Carolinas Wealth Consulting
North Carolina
$270K +$56.2K +607 +26%
GG
515
Greenwood Gearhart
Arkansas
$268K +$268K +2,899 New
AF
516
Atala Financial
California
$268K +$268K +2,894 New
Vanguard Group
517
Vanguard Group
Pennsylvania
$268K +$56.7K +612 +27%
WA
518
Wealth Alliance
New York
$268K -$162K -1,752 -38%
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
$266K -$81.5K -880 -23%
DWP
520
Daymark Wealth Partners
Ohio
$265K -$3.43K -37 -1%
BO
521
Bank OZK
Arkansas
$265K -$2.5K -27 -0.9%
PCH
522
PGIM Custom Harvest
New Jersey
$264K +$10.8K +117 +4%
SRCM
523
Signature Resources Capital Management
California
$263K
HFO
524
Heritage Family Offices
Arizona
$262K
OWA
525
Octavia Wealth Advisors
Ohio
$261K