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iShares Core S&P US Value ETF

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$14.2M 212,699 +1,436 +0.7%
DA
52
Drake & Associates
Wisconsin
$14M 209,578 +209,578 New
CWP
53
Corepath Wealth Partners
Arizona
$13.9M 210,617 -2,497 -1%
AWA
54
Amplius Wealth Advisors
Pennsylvania
$13.5M 202,577 -24,940 -11%
MWP
55
Madison Wealth Partners
Wisconsin
$13M 193,742 +8,847 +5%
LFS
56
Lutz Financial Services
Nebraska
$12.8M 191,097 +46,182 +32%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$12.8M 190,712 +29,710 +18%
PAG
58
Private Advisor Group
New Jersey
$11.6M 173,750 +29,258 +20%
CAN
59
Cetera Advisor Networks
California
$11.3M 168,774 +7,511 +5%
GSIS
60
Global Strategic Investment Solutions
Arizona
$10.7M 159,707 +19,860 +14%
HPA
61
High Probability Advisors
New York
$10.6M 158,317 +7,840 +5%
TIM
62
Tortoise Investment Management
New York
$9.84M 147,059 +11,976 +9%
VC
63
Veracity Capital
Georgia
$9.78M 146,232 -4,762 -3%
SW
64
SkyOak Wealth
Michigan
$9.76M 145,939 +6,318 +5%
WWM
65
WJ Wealth Management
Arizona
$9.75M 145,664 -31,816 -18%
HR
66
Howe & Rusling
New York
$9.49M 141,944 +5,640 +4%
PBF
67
Petix & Botte Financial
California
$9.48M 141,778 -147,299 -51%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$9.14M 136,663 +3,541 +3%
Truist Financial
69
Truist Financial
North Carolina
$9.1M 136,029 +739 +0.5%
SPC
70
Sigma Planning Corp
Michigan
$8.81M 131,774 +5,982 +5%
SWA
71
Strategies Wealth Advisors
Michigan
$8.68M 129,823 +6,543 +5%
SF
72
Symphony Financial
Texas
$8.63M 128,262 -22,983 -15%
EH
73
Equitable Holdings
New York
$8.62M 128,930 +15,100 +13%
AWM
74
AE Wealth Management
Kansas
$8.59M 128,394 +1,321 +1%
IWC
75
Integrated Wealth Concepts
Massachusetts
$8.37M 125,128 +325 +0.3%