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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VC
51
Veracity Capital
Georgia
$23.1M +$10.2M +130,209 +79%
TA
52
Townsend & Associates
Colorado
$22.1M +$11M +136,196 +99%
SCA
53
Southern Capital Advisors
Tennessee
$20.9M -$91.3K -1,167 -0.4%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$20.5M -$635K -8,114 -3%
RJA
55
Raymond James & Associates
Florida
$20M -$307K -3,923 -2%
CWP
56
Corepath Wealth Partners
Arizona
$18.3M +$223K +2,803 +1%
DI
57
DDFG Inc
California
$17.5M +$701K +8,957 +4%
CAN
58
Cetera Advisor Networks
California
$17.3M +$886K +11,318 +5%
DA
59
Drake & Associates
Wisconsin
$17.2M +$27.9K +356 +0.2%
GC
60
Garde Capital
Washington
$17M +$376K +4,806 +2%
UCFA
61
United Capital Financial Advisors
Texas
$16.5M -$2.38M -30,352 -13%
IWMWV
62
Ironwood Wealth Management (West Virginia)
West Virginia
$16.2M -$73.8K -951 -0.5%
MWP
63
Madison Wealth Partners
Wisconsin
$16.1M +$493K +6,297 +3%
TF
64
Trek Financial
Arizona
$16M -$6.91M -88,243 -30%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$15.4M -$3.4M -43,414 -18%
KPWS
66
Kestra Private Wealth Services
Texas
$15.4M +$5.74M +73,293 +59%
AWM
67
AE Wealth Management
Kansas
$14.9M +$1.85M +23,623 +14%
HR
68
Howe & Rusling
New York
$14.9M +$292K +3,729 +2%
SWA
69
Strategies Wealth Advisors
Michigan
$14.7M -$660K -8,439 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$14.7M -$1.97M -25,118 -12%
M&T Bank
71
M&T Bank
New York
$14.4M -$911K -11,635 -6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$14.4M -$481K -6,150 -3%
SF
73
Symphony Financial
Texas
$14.4M +$1.24M +15,972 +9%
HPA
74
High Probability Advisors
New York
$14.3M +$535K +6,841 +4%
FHB
75
First Hawaiian Bank
Hawaii
$13.6M -$1.07M -13,723 -7%