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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
526
Salem Investment Counselors
North Carolina
$15.8K
VCM
527
Viewpoint Capital Management
Washington
$14.1K
GI
528
Gradient Investments
Minnesota
$12.6K +$12.6K +161 New
SN
529
Sittner & Nelson
Oregon
$12.4K
TF
530
Tompkins Financial
New York
$12.2K -$9.94K -127 -45%
CAL
531
Capital Advisors Ltd
Ohio
$12K
SWM
532
Sugarloaf Wealth Management
Georgia
$11.6K
TCOV
533
Trust Company of Vermont
Vermont
$11K
DI
534
Disciplined Investments
Oklahoma
$9.7K
RI
535
Ridgewood Investments
New Jersey
$9.55K
RIA
536
Realta Investment Advisors
Delaware
$9.29K +$9.29K +119 New
PCA
537
Providence Capital Advisors
North Carolina
$9.16K
GWMIA
538
Global Wealth Management Investment Advisory
Florida
$9.08K +$9.08K +116 New
GFPC
539
Global Financial Private Client
Florida
$8.32K +$8.32K +106 New
IBOK
540
Independence Bank of Kentucky
Kentucky
$7.83K +$7.83K +100 New
NMG
541
New Millennium Group
Utah
$7.59K
BWL
542
Bogart Wealth LLC
Virginia
$6.4K
GEA
543
Glen Eagle Advisors
New Jersey
$6.26K
FPFS
544
First Personal Financial Services
North Carolina
$6.18K
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.1K
SC
546
SouthState Corp
Florida
$6.03K
WWM
547
Wolff Wiese Magana
California
$5.79K
PAIM
548
Punch & Associates Investment Management
Minnesota
$5.79K +$5.79K +74 New
IPW
549
Impact Partnership Wealth
Georgia
$5.64K +$5.64K +72 New
KFS
550
Kelly Financial Services
Massachusetts
$5.45K +$78 +1 +1%