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iShares Core S&P US Value ETF

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$6.11M +$749K +10,870 +14%
SPC
77
Sigma Planning Corp
Michigan
$6.04M +$1.7M +24,715 +39%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$6.01M
HWM
79
HighMark Wealth Management
Minnesota
$5.83M +$165K +2,398 +3%
HA
80
HYA Advisors
Missouri
$5.63M +$306K +4,436 +6%
CFSG
81
Clark Financial Services Group
Missouri
$5.61M +$5.61M +81,425 New
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$5.51M -$3.61M -52,326 -40%
SWP
83
Stratos Wealth Partners
Ohio
$5.39M +$1.85M +26,884 +52%
EH
84
Equitable Holdings
New York
$5.34M -$270K -3,914 -5%
1WA
85
180 Wealth Advisors
Washington
$5.3M -$149K -2,053 -3%
ECG
86
Edge Capital Group
Georgia
$5.26M -$98.1K -1,423 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$5.09M +$217K +3,145 +4%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$5.01M -$742K -10,764 -13%
ASN
89
Advisory Services Network
Georgia
$4.84M -$56.6K -821 -1%
MCM
90
Mitchell Capital Management
Kansas
$4.81M +$881K +12,791 +22%
PP
91
PrairieView Partners
Minnesota
$4.76M -$82.5K -1,197 -2%
FPIS
92
Financial Planning & Information Services
Wisconsin
$4.66M -$44.8K -650 -1%
AMG
93
Asset Management Group
Connecticut
$4.36M -$10.1K -147 -0.2%
Creative Planning
94
Creative Planning
Kansas
$4.3M +$127K +1,839 +3%
BWM
95
Birchcreek Wealth Management
Ohio
$4.16M -$94.5K -1,372 -2%
TPCW
96
TD Private Client Wealth
New York
$4.15M +$843K +12,229 +25%
DP
97
Denver PWM
Colorado
$3.93M +$105K +1,934 +3%
EPM
98
Elm Partners Management
Pennsylvania
$3.81M -$83.4K -1,211 -2%
HCM
99
Howland Capital Management
Massachusetts
$3.72M
CPSC
100
Carl P. Sherr & Co
Massachusetts
$3.71M +$178K +2,586 +5%