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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 %
T
576
Tidemark
California
$26.1K +$19.9K +220 +319%
CSC
577
Caldwell Sutter Capital
California
$25.7K
WAG
578
Wiser Advisor Group
Arizona
$23.6K
HIA
579
Harbor Investment Advisory
Maryland
$21.8K -$90 -1 -0.4%
LC
580
Lindbrook Capital
California
$21.3K
NL
581
NVWM LLC
Pennsylvania
$20.8K +$20.8K +230 New
NFSG
582
Newbridge Financial Services Group
Florida
$20.3K +$90 +1 +0.4%
GI
583
GAMMA Investing
California
$19.2K
SIC
584
Salem Investment Counselors
North Carolina
$18.3K
VCM
585
Viewpoint Capital Management
Washington
$16.3K
SN
586
Sittner & Nelson
Oregon
$14.3K
CAL
587
Capital Advisors Ltd
Ohio
$14K
MTIC
588
Missouri Trust & Investment Company
Missouri
$12.6K
RIA
589
Realta Investment Advisors
Delaware
$10.9K +$10.9K +120 New
PCA
590
Providence Capital Advisors
North Carolina
$10.6K
GWSA
591
Global Wealth Strategies & Associates
Colorado
$9.86K +$9.86K +109 New
FCA
592
FinTrust Capital Advisors
South Carolina
$9.68K
GFPC
593
Global Financial Private Client
Florida
$9.53K
SL
594
Salomon & Ludwin
Virginia
$9.23K
OFG
595
Oxford Financial Group
Indiana
$9.13K -$102K -1,129 -92%
IBOK
596
Independence Bank of Kentucky
Kentucky
$9.04K
WAM
597
WFA Asset Management
Wisconsin
$9.04K +$9.04K +100 New
MJRIC
598
Mogy Joel R Investment Counsel
California
$8.95K +$8.95K +99 New
SWM
599
Sugarloaf Wealth Management
Georgia
$7.96K
FPFS
600
First Personal Financial Services
North Carolina
$7.15K