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iShares Core S&P US Value ETF

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USAA
51
United Services Automobile Association
Texas
$8.16M +$8.16M +132,730 New
US Bancorp
52
US Bancorp
Minnesota
$8.11M -$783K -12,594 -9%
CAN
53
Cetera Advisor Networks
California
$7.72M +$741K +11,915 +11%
EWA
54
ERTS Wealth Advisors
Michigan
$7.6M -$591K -9,510 -7%
HPA
55
High Probability Advisors
New York
$7.34M +$7.34M +118,044 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$7.09M -$79K -1,271 -1%
AWM
57
AE Wealth Management
Kansas
$7.06M +$438K +7,046 +7%
CFD
58
Creative Financial Designs
Indiana
$6.94M +$1.54M +24,791 +29%
IWC
59
Integrated Wealth Concepts
Massachusetts
$6.88M -$2.52M -40,510 -27%
HR
60
Howe & Rusling
New York
$6.72M -$16.7K -268 -0.2%
DCM
61
Disciplina Capital Management
Tennessee
$6.65M +$276K +4,433 +4%
TIM
62
Tortoise Investment Management
New York
$6.41M +$143K +2,301 +2%
PBF
63
Petix & Botte Financial
California
$6.4M +$93.6K +1,505 +1%
SS
64
Simplicity Solutions
Minnesota
$6.29M +$94K +1,512 +2%
AAS
65
Avantax Advisory Services
Texas
$6.25M -$1.06M -17,083 -15%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$6.01M
KOMWMG
67
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.71M +$3.58M +57,639 +169%
IWM
68
IHT Wealth Management
Illinois
$5.67M -$210K -3,375 -4%
GBBWRPM
69
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5.24M +$349K +5,610 +7%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$5.19M +$3.05M +49,071 +143%
HWM
71
HighMark Wealth Management
Minnesota
$5.11M +$197K +3,176 +4%
EH
72
Equitable Holdings
New York
$5.06M -$16.2K -261 -0.3%
EWM
73
Endurance Wealth Management
Rhode Island
$4.93M +$18.7K +300 +0.4%
MML Investors Services
74
MML Investors Services
Massachusetts
$4.84M +$247K +3,967 +5%
ECG
75
Edge Capital Group
Georgia
$4.83M +$24.5K +394 +0.5%