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iShares Core S&P US Value ETF

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CS
126
Comerica Securities
Michigan
$1.15M +$201K +3,701 +21%
RHBC
127
R.H. Bluestein & Co
Michigan
$1.11M +$34.2K +629 +3%
SWP
128
Summit Wealth Partners
Florida
$1.06M +$7.66K +141 +0.7%
WA
129
Wealth Alliance
New York
$1.06M +$92.3K +1,701 +10%
CB
130
Commerce Bank
Missouri
$1.05M
MSAM
131
Moloney Securities Asset Management
Missouri
$1M
Citigroup
132
Citigroup
New York
$1M -$71.1K -1,309 -7%
CHJWM
133
Carlton Hofferkamp & Jenks Wealth Management
Texas
$992K -$6.15K -104 -0.6%
PFM
134
Phillips Financial Management
Indiana
$991K -$13.7K -252 -1%
First Manhattan
135
First Manhattan
New York
$984K
TI
136
tru Independence
Oregon
$971K +$971K +17,882 New
FHC
137
First Heartland Consultants
Missouri
$944K -$172K -3,170 -15%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$856K +$207K +3,808 +32%
TC
139
Telemus Capital
Michigan
$845K -$112K -1,990 -12%
CIM
140
Confluence Investment Management
Missouri
$844K -$69.4K -1,279 -8%
CG
141
CFO4Life Group
Texas
$837K
Stifel Financial
142
Stifel Financial
Missouri
$793K -$120K -2,204 -13%
MCA
143
Magnolia Capital Advisors
Mississippi
$793K +$7.06K +130 +0.9%
BAM
144
Baldrige Asset Management
Pennsylvania
$789K +$33.7K +621 +4%
SLA
145
Silver Lake Advisory
Utah
$786K +$41.4K +762 +6%
APA
146
American Portfolios Advisors
New York
$756K -$109K -2,008 -13%
PA
147
PFG Advisors
Arizona
$755K +$437K +7,837 +137%
FHA
148
Flagship Harbor Advisors
Massachusetts
$745K -$1.47M -27,062 -66%
Allianz Asset Management
149
Allianz Asset Management
Germany
$719K +$719K +13,240 New
PA
150
Prism Advisors
California
$717K