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iShares Core S&P US Value ETF

305 hedge funds and large institutions have $3.94B invested in iShares Core S&P US Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-39
Holders Change %
-11.34%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
34
Increased
122
Reduced
89
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$6.03M -$85K -1,841 -1%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$6.01M
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$5.65M -$3.54M -76,692 -39%
GSIS
54
Global Strategic Investment Solutions
Arizona
$5.63M +$5.63M +121,803 New
TIM
55
Tortoise Investment Management
New York
$5.14M +$234K +5,066 +5%
HR
56
Howe & Rusling
New York
$4.87M +$3.81M +82,583 +360%
IWM
57
IHT Wealth Management
Illinois
$4.71M -$6.95M -150,564 -60%
EIC
58
Equity Investment Corp
Georgia
$4.55M +$3.31M +71,700 +267%
PBF
59
Petix & Botte Financial
California
$4.33M +$312K +6,747 +8%
AAS
60
Avantax Advisory Services
Texas
$4.27M +$3.19M +68,971 +295%
AWM
61
AE Wealth Management
Kansas
$4.02M +$1.37M +29,754 +52%
CIM
62
Confluence Investment Management
Missouri
$4.02M +$2.53M +54,839 +170%
CAN
63
Cetera Advisor Networks
California
$3.94M -$310K -6,723 -7%
GRP
64
Global Retirement Partners
California
$3.86M -$59.3K -1,284 -2%
EWM
65
Endurance Wealth Management
Rhode Island
$3.77M +$69.3K +1,500 +2%
SS
66
Simplicity Solutions
Minnesota
$3.74M +$1.59M +34,431 +74%
MCM
67
Mitchell Capital Management
Kansas
$3.74M -$1.8M -39,001 -33%
1WA
68
180 Wealth Advisors
Washington
$3.61M +$300K +6,645 +9%
SWP
69
Stratos Wealth Partners
Ohio
$3.58M +$1.51M +32,668 +73%
DP
70
Denver PWM
Colorado
$3.53M +$3.53M +79,824 New
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
$3.46M -$12M -260,896 -78%
HWM
72
HighMark Wealth Management
Minnesota
$3.41M +$52.9K +1,147 +2%
NFG
73
NewFocus Financial Group
Washington
$3.37M +$3.37M +72,992 New
EH
74
Equitable Holdings
New York
$3.35M +$1M +21,691 +43%
FPIS
75
Financial Planning & Information Services
Wisconsin
$3.16M +$6.24K +135 +0.2%