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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 %
AIC
551
Archer Investment Corporation
Indiana
$5.4K
CFFP
552
Center for Financial Planning
Michigan
$5.17K +$5.17K +66 New
MFC
553
Morris Financial Concepts
South Carolina
$5.09K
VAG
554
VisionPoint Advisory Group
Texas
$4.46K +$4.46K +57 New
LOIP
555
Live Oak Investment Partners
Texas
$4.07K -$3.84K
CSB
556
City State Bank
Iowa
$4K
BC
557
Barrett & Company
Rhode Island
$3.37K
MIM
558
MTM Investment Management
South Carolina
$3.13K
AA
559
Ancora Advisors
Ohio
$3.05K +$3.05K +39 New
RA
560
Rise Advisors
New York
$3.02K +$77 +1 +3%
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$2.97K -$10.1K -129 -77%
BL
562
Balentine LLC
Georgia
$2.82K -$39.7K -507 -93%
FA
563
Faithward Advisors
Pennsylvania
$2.54K
RG
564
Retirement Group
California
$2.19K
VNA
565
Valley National Advisers
Pennsylvania
$2K
TAM
566
Tucker Asset Management
Colorado
$1.96K
MLA
567
MB, Levis & Associates
Pennsylvania
$1.8K
APW
568
Acima Private Wealth
Virginia
$1.49K
CTC
569
Central Trust Company
Missouri
$861
IHWM
570
Iron Horse Wealth Management
Iowa
$575
DAM
571
Delta Asset Management
Tennessee
$247
BIM
572
Bullseye Investment Management
Ohio
-$11.2M -151,802 Closed
NCM
573
Northland Capital Management
Minnesota
-$5.04M -68,327 Closed
CFG
574
CKW Financial Group
Hawaii
-$2.18M -29,576 Closed
MCA
575
Magnolia Capital Advisors
Mississippi
-$1.15M -15,622 Closed