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iShares Core S&P US Value ETF

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
526
Realta Investment Advisors
Delaware
$9.29K
PCA
527
Providence Capital Advisors
North Carolina
$8.73K
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$8.66K
GFPC
529
Global Financial Private Client
Florida
$7.86K
SL
530
Salomon & Ludwin
Virginia
$7.61K +$7.61K +102 New
IBOK
531
Independence Bank of Kentucky
Kentucky
$7.46K
EARNEST Partners
532
EARNEST Partners
Georgia
$6.49K -$9.33K -125 -59%
BWL
533
Bogart Wealth LLC
Virginia
$6.11K
GEA
534
Glen Eagle Advisors
New Jersey
$5.97K
FPFS
535
First Personal Financial Services
North Carolina
$5.9K
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.82K
SC
537
SouthState Corp
Florida
$5.75K
WWM
538
Wolff Wiese Magana
California
$5.52K
WTG
539
West Tower Group
Virginia
$5.45K -$16.6K -222 -75%
AIC
540
Archer Investment Corporation
Indiana
$5.15K
MFC
541
Morris Financial Concepts
South Carolina
$4.1K -$746 -10 -15%
FMP
542
Financial Management Professionals
Texas
$4K -$23.5K -317 -85%
CSB
543
City State Bank
Iowa
$4K
HPC
544
HM Payson & Co
Maine
$3.96K +$3.96K +53 New
LOIP
545
Live Oak Investment Partners
Texas
$3.88K -$4.07K
BC
546
Barrett & Company
Rhode Island
$3.21K
PMFA
547
Plante Moran Financial Advisors
Michigan
$3.13K +$3.13K +42 New
MIM
548
MTM Investment Management
South Carolina
$2.99K
GT
549
Glenmede Trust
Pennsylvania
$2.98K +$2.98K +40 New
AA
550
Ancora Advisors
Ohio
$2.91K