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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
MBFW
551
Morton Brown Family Wealth
Pennsylvania
$71.4K
FFA
552
Founders Financial Alliance
North Carolina
$69.5K
GWSG
553
GPS Wealth Strategies Group
Colorado
$68.5K
Qube Research & Technologies (QRT)
554
Qube Research & Technologies (QRT)
United Kingdom
$63.3K -$130K -1,439 -67%
TC
555
Truvestments Capital
Florida
$61K
EWM
556
EPG Wealth Management
Georgia
$59.6K
NCM
557
Northwest Capital Management
Oregon
$57.1K
GGI
558
Godsey & Gibb Inc
Virginia
$55.9K -$127K -1,401 -69%
TCOV
559
Trust Company of Vermont
Vermont
$55.5K +$33.3K +368 +150%
NS
560
NBC Securities
Alabama
$54K -$6.46K -72 -11%
SMA
561
Sage Mountain Advisors
Georgia
$50.6K
MG
562
Mather Group
Illinois
$50.4K +$50.4K +598 New
KFI
563
Key Financial Inc
Pennsylvania
$48.6K
DWA
564
Dougherty Wealth Advisers
Minnesota
$45K
CWP
565
Concord Wealth Partners
Virginia
$44K +$271 +3 +0.6%
TFGT
566
TS Financial Group (TSFG)
Illinois
$44K
CHA
567
Carmichael Hill & Associates
Maryland
$42.1K
MFC
568
Mechanics Financial Corp
Ohio
$40.4K
AA
569
Ancora Advisors
Ohio
$39.3K -$1.9K -21 -5%
GJIA
570
Glass Jacobson Investment Advisors
Maryland
$39.1K +$15.8K +175 +68%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$31.5K
ACA
572
Aptus Capital Advisors
Alabama
$30K -$40.2K -445 -57%
GJWM
573
Gilliland Jeter Wealth Management
Arkansas
$28.5K +$28.5K +315 New
SIS
574
Sound Income Strategies
Florida
$27.6K -$86.6K -957 -76%
HNB
575
Hilltop National Bank
Wyoming
$26.2K +$26.2K +290 New