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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 %
CA
576
CGN Advisors
Kansas
$208K -$93 -1 -0%
Boston Partners
577
Boston Partners
Massachusetts
$205K +$205K +2,219 New
HT
578
Headlands Technologies
Illinois
$202K +$202K +2,186 New
MWM
579
Merriman Wealth Management
Washington
$202K -$141K -1,520 -41%
MGW
580
MB Generational Wealth
Washington
$202K
1NWS
581
1 North Wealth Services
Maryland
$202K +$202K +2,178 New
AWM
582
Angeles Wealth Management
California
$199K
WSFS
583
Wilmington Savings Fund Society
Delaware
$193K -$3.15K -34 -2%
MA
584
MCF Advisors
Kentucky
$186K
KFI
585
Key Financial Inc
Pennsylvania
$180K +$130K +1,408 +262%
FFC
586
First Financial Corp
Indiana
$163K
WP
587
WealthShield Partners
North Carolina
$162K
FP
588
Financial Perspectives
Minnesota
$161K +$926 +10 +0.6%
ME
589
McIlrath & Eck
Washington
$161K +$926 +10 +0.6%
KFGG
590
Keystone Financial Group (Georgia)
Georgia
$158K +$158K +1,712 New
TIAAOA
591
Teachers Insurance & Annuity Association of America
New York
$158K
ACA
592
Aptus Capital Advisors
Alabama
$156K +$118K +1,274 +313%
EW
593
Element Wealth
Mississippi
$149K +$2.69K +29 +2%
CA
594
Continuum Advisory
Idaho
$144K -$25.2K -272 -15%
AW
595
Avion Wealth
Texas
$138K -$15.7K -170 -10%
CA
596
Clearstead Advisors
Ohio
$138K
NP
597
NorthRock Partners
Minnesota
$135K +$2.32K +25 +2%
LFG
598
Larson Financial Group
Missouri
$135K +$741 +8 +0.6%
AT
599
Arlington Trust
Alabama
$123K
IWP
600
IAG Wealth Partners
Wisconsin
$122K