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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 %
KCM
576
KM Capital Management
Texas
-$883K -11,973 Closed
SW
577
SVB Wealth
Massachusetts
-$863K -11,691 Closed
Franklin Resources
578
Franklin Resources
California
-$747K -10,118 Closed
LRWA
579
Long Run Wealth Advisors
New York
-$569K -7,713 Closed
Citadel Advisors
580
Citadel Advisors
Florida
-$486K -6,590 Closed
TFA
581
Triad Financial Advisors
North Carolina
-$398K -5,390 Closed
IA
582
IFG Advisory
Georgia
-$381K -5,166 Closed
MM
583
Meridian Management
Arkansas
-$335K -4,547 Closed
SCI
584
Stableford Capital II
Arizona
-$263K -3,725 Closed
KF
585
Krilogy Financial
Missouri
-$226K -3,069 Closed
SFS
586
Sowell Financial Services
Arkansas
-$204K -2,763 Closed
GCWM
587
Graham Capital Wealth Management
District of Columbia
-$1.37M -1,852 Closed
CIA
588
Cascade Investment Advisors
Oregon
-$66.4K -900 Closed
IP
589
Intellectus Partners
California
-$30.6K -414 Closed
UB
590
UMB Bank
Missouri
-$30K -406 Closed
BAM
591
Belpointe Asset Management
Nevada
-$29.2K -396 Closed
AWM
592
Accel Wealth Management
Iowa
-$26.1K -354 Closed
RCM
593
Raleigh Capital Management
North Carolina
-$25.3K -343 Closed
SCA
594
Stonebridge Capital Advisors
Minnesota
-$24.9K -337 Closed
CB
595
CNB Bank
Pennsylvania
-$13.6K -185 Closed
TCWA
596
Ten Capital Wealth Advisors
Washington
-$12K -162 Closed
PA
597
PSI Advisors
Florida
-$9.74K -132 Closed
MAWA
598
Moss Adams Wealth Advisors
Washington
-$1.92K -26 Closed
PFBT
599
Parkside Financial Bank & Trust
Missouri
-$591 -8 Closed