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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 %
MIM
526
Macroview Investment Management
Maryland
$127K +$617 +7 +0.5%
NP
527
NorthRock Partners
Minnesota
$126K -$21.2K -240 -14%
CIAS
528
CBIZ Investment Advisory Services
Ohio
$120K
HGERS
529
Householder Group Estate & Retirement Specialist
Arizona
$120K +$7.03K +80 +6%
BONH
530
Bank of New Hampshire
New Hampshire
$115K
DIP
531
DT Investment Partners
Pennsylvania
$113K
ATPW
532
Ashton Thomas Private Wealth
Arizona
$112K +$112K +1,269 New
DCM
533
Disciplina Capital Management
Tennessee
$107K +$105K +989 +6,593%
AIM
534
Anchor Investment Management
South Carolina
$105K -$151K -1,712 -59%
BBHC
535
Brown Brothers Harriman & Co
New York
$103K
IAIM
536
International Assets Investment Management
Florida
$101K +$101K +1,150 New
IWP
537
IAG Wealth Partners
Wisconsin
$95.8K +$95.8K +1,087 New
SC
538
Stephens Consulting
Michigan
$95.4K
RWMG
539
Redwood Wealth Management Group
New Jersey
$90.3K +$90.3K +1,025 New
SFC
540
Strategic Financial Concepts
Texas
$89.8K +$89.8K +15,406 New
EWA
541
EverSource Wealth Advisors
Alabama
$89.4K
GWSG
542
GPS Wealth Strategies Group
Colorado
$83.3K +$16.6K +188 +25%
SWM
543
Sanctuary Wealth Management
Idaho
$83K
PPC
544
Park Place Capital
Alabama
$82.4K +$353 +4 +0.4%
ANBT
545
American National Bank & Trust
Texas
$81.3K
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K -$10.4K -118 -12%
BWAM
547
Boyd Watterson Asset Management
Ohio
$79.3K
PCMC
548
Private Capital Management (Colorado)
Colorado
$78.3K
CIAS
549
Capital Investment Advisory Services
North Carolina
$78.3K
MBFW
550
Morton Brown Family Wealth
Pennsylvania
$72.1K