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iShares Core S&P US Value ETF

623 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+57
Holders Change %
+10.07%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
219
Reduced
175
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
526
Stephens Consulting
Michigan
$91.2K
LFG
527
Larson Financial Group
Missouri
$91.2K -$3.37K -40 -4%
EWA
528
EverSource Wealth Advisors
Alabama
$88.7K
AWM
529
Avior Wealth Management
Nebraska
$85.9K +$928 +11 +1%
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$81.2K -$17K -202 -17%
SWM
531
Sanctuary Wealth Management
Idaho
$79.4K +$79.4K +942 New
PPC
532
Park Place Capital
Alabama
$78.1K +$843 +10 +1%
ANBT
533
American National Bank & Trust
Texas
$77.8K
BWAM
534
Boyd Watterson Asset Management
Ohio
$75.9K
BONH
535
Bank of New Hampshire
New Hampshire
$75.5K
PCMC
536
Private Capital Management (Colorado)
Colorado
$74.9K
AWM
537
Abound Wealth Management
Tennessee
$68.7K +$41.2K +489 +150%
FHA
538
First Horizon Advisors
Tennessee
$68.3K
MBFW
539
Morton Brown Family Wealth
Pennsylvania
$66.6K -$55.6K -659 -45%
ACA
540
Aptus Capital Advisors
Alabama
$65.5K
FFA
541
Founders Financial Alliance
North Carolina
$64.8K -$928 -11 -1%
GWSG
542
GPS Wealth Strategies Group
Colorado
$63.8K +$5.48K +65 +9%
FWM
543
Focused Wealth Management
New York
$60.5K
TC
544
Truvestments Capital
Florida
$56.9K
NS
545
NBC Securities
Alabama
$56K
EWM
546
EPG Wealth Management
Georgia
$55.6K
NCM
547
Northwest Capital Management
Oregon
$53.2K
SMA
548
Sage Mountain Advisors
Georgia
$47.2K
RFA
549
Resurgent Financial Advisors
Georgia
$46.6K
KFI
550
Key Financial Inc
Pennsylvania
$45.3K