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iShares Core S&P US Value ETF

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
551
Berry Wealth Group
Texas
$233K +$13.6K +147 +6%
EAM
552
Evanson Asset Management
California
$231K
KA
553
Kovack Advisors
Florida
$228K +$228K +2,464 New
Thrivent Financial for Lutherans
554
Thrivent Financial for Lutherans
Minnesota
$228K -$205K -2,092 -47%
MWAM
555
Manhattan West Asset Management
California
$227K +$1.3K +14 +0.6%
Bank of New York Mellon
556
Bank of New York Mellon
New York
$225K -$12.6K -136 -5%
WGC
557
Watts Gwilliam & Co
Arizona
$224K
HFS
558
Hopwood Financial Services
Virginia
$223K +$223K +2,410 New
FCH
559
Freestone Capital Holdings
Washington
$222K +$222K +2,403 New
LWM
560
LongView Wealth Management
Georgia
$222K
HSWM
561
Hubbell Strickland Wealth Management
Louisiana
$222K +$2.78K +30 +1%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$221K -$62.8K -678 -22%
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$218K +$217K +2,343 +15,620%
IA
564
Inspire Advisors
Idaho
$218K +$12.7K +137 +6%
SWRP
565
Summit Wealth & Retirement Planning
California
$217K
ML
566
McAdam LLC
Pennsylvania
$214K +$2.78K +30 +1%
T
567
Transce3nd
Texas
$214K +$214K +2,314 New
OAM
568
Oak Asset Management
California
$213K +$1.2K +13 +0.6%
MCM
569
Mitchell Capital Management
Kansas
$212K -$68.8K -743 -24%
OA
570
Operose Advisors
Wisconsin
$212K
FWM
571
Fingerlakes Wealth Management
New York
$212K +$1.3K +14 +0.6%
PFA
572
Pinnacle Family Advisors
Missouri
$211K -$833 -9 -0.4%
BFA
573
Benedict Financial Advisors
Georgia
$209K +$209K +2,260 New
AWM
574
Accel Wealth Management
Iowa
$209K
TWM
575
TCFG Wealth Management
California
$209K +$209K +2,252 New