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iShares Core S&P US Value ETF

551 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 46

3% more capital invested

Capital invested by funds: $9.49B → $9.76B (+$272M)

1% more funds holding

Funds holding: 547551 (+4)

0.52% less ownership

Funds ownership: 74.81%74.29% (-0.52%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

19% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 210

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
8.78%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
62
Increased
171
Reduced
210
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
576
Laurel Wealth Planning
Minnesota
-$122K -1,734 Closed
CIBC Private Wealth Group
577
CIBC Private Wealth Group
Georgia
-$571K -1,640 Closed
MCC
578
Money Concepts Capital
Florida
-$91.9K -1,301 Closed
LAM
579
Lakewood Asset Management
Illinois
-$66K -940 Closed
WOSD
580
WFA of San Diego
California
-$42.4K -600 Closed
DWP
581
Destiny Wealth Partners
Florida
-$39.5K -559 Closed
RIA
582
Realta Investment Advisors
Delaware
-$27.8K -393 Closed
PIMG
583
Patriot Investment Management Group
Tennessee
-$27.1K -360 Closed
NSB
584
Norway Savings Bank
Maine
-$17.8K -252 Closed
FA
585
Fiduciary Alliance
South Carolina
-$16.4K -232 Closed
AA
586
Ancora Advisors
Ohio
-$10K -138 Closed
Simplex Trading
587
Simplex Trading
Illinois
-$7K -107 Closed
TWA
588
TCI Wealth Advisors
Arizona
-$7.13K -101 Closed
AA
589
Addison Advisors
Vermont
-$6.36K -90 Closed
TCM
590
Tradewinds Capital Management
Washington
-$5.86K -83 Closed
BAAM
591
Baker Avenue Asset Management
California
-$4.73K -67 Closed
MWM
592
MinichMacGregor Wealth Management
New York
-$4.75K -67 Closed
AF
593
Advisornet Financial
Minnesota
-$3.04K -43 Closed
GI
594
Gradient Investments
Minnesota
-$2.97K -42 Closed
KOMWMG
595
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3K -38 Closed
WA
596
Win Advisors
Florida
-$706 -10 Closed