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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 %
SWP
126
Summit Wealth Partners
Florida
$893K -$3K -65 -0.3%
WA
127
Wealth Alliance
New York
$891K +$891K +19,287 New
MSAM
128
Moloney Securities Asset Management
Missouri
$875K -$600 -13 -0.1%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$843K -$395K -8,549 -32%
First Manhattan
130
First Manhattan
New York
$837K
CHJWM
131
Carlton Hofferkamp & Jenks Wealth Management
Texas
$827K +$7.58K +145 +0.9%
PTC
132
Private Trust Company
Ohio
$793K -$266K -5,762 -25%
S
133
SignatureFD
Georgia
$736K -$416K -9,003 -36%
PFS
134
Prospera Financial Services
Texas
$727K -$7.11K -154 -1%
CS
135
Comerica Securities
Michigan
$715K -$42K -910 -6%
CG
136
CFO4Life Group
Texas
$712K
GP
137
Geneva Partners
Wisconsin
$690K -$264K -5,724 -28%
ClearBridge Investments
138
ClearBridge Investments
New York
$670K +$90.1K +1,951 +16%
CFA
139
Carroll Financial Associates
North Carolina
$669K +$34.8K +753 +5%
PFA
140
Pure Financial Advisors
California
$659K -$425K -9,196 -39%
EWA
141
EP Wealth Advisors
California
$657K -$138K -2,998 -17%
JIP
142
Jaffetilchin Investment Partners
Florida
$654K -$1.06M -22,959 -62%
MCA
143
Magnolia Capital Advisors
Mississippi
$654K +$156K +3,381 +31%
CB
144
Commerce Bank
Missouri
$648K
PA
145
Prism Advisors
California
$640K
SLA
146
Silver Lake Advisory
Utah
$636K +$80.9K +1,750 +15%
MWC
147
MKD Wealth Coaches
Michigan
$631K +$296K +6,412 +88%
BWM
148
Brickley Wealth Management
California
$624K +$624K +13,510 New
SC
149
Scotia Capital
Ontario, Canada
$620K -$50.5K -1,093 -8%
IA
150
IFP Advisors
Florida
$615K -$995K -21,168 -62%