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iShares Core S&P US Value ETF

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RHBC
126
R.H. Bluestein & Co
Michigan
$1.74M +$471K +7,580 +37%
BOM
127
Bank of Marin
California
$1.72M -$328K -5,271 -16%
OC
128
Oppenheimer & Co
New York
$1.71M -$68.3K -1,098 -4%
SF
129
Summit Financial
New Jersey
$1.63M +$8.27K +133 +0.5%
RIA
130
Regal Investment Advisors
Michigan
$1.63M +$1.63M +26,125 New
GPA
131
Guidance Point Advisors
Massachusetts
$1.57M +$1.31M +21,138 +515%
CS
132
Comerica Securities
Michigan
$1.56M +$238K +3,824 +18%
NWM
133
Northwest Wealth Management
Iowa
$1.48M -$64.7K -1,040 -4%
TWM
134
TriaGen Wealth Management
California
$1.44M +$1.44M +23,168 New
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.42M +$74.8K +1,203 +6%
SF
136
Symphony Financial
Texas
$1.37M +$1.09M +17,774 +394%
WMP
137
Wealth Management Partners
Arizona
$1.35M +$1.35M +21,430 New
EIA
138
Eldridge Investment Advisors
New Hampshire
$1.33M +$925K +14,878 +230%
SFA
139
Sequoia Financial Advisors
Ohio
$1.33M -$32.3K -519 -2%
LFS
140
Legacy Financial Strategies
Kansas
$1.32M -$40.8K -656 -3%
WWM
141
Western Wealth Management
Colorado
$1.32M -$897K -14,422 -40%
CFGS
142
Concourse Financial Group Securities
Alabama
$1.31M -$173K -2,776 -12%
CGA
143
Crescent Grove Advisors
Illinois
$1.27M -$53.7K -863 -4%
SCM
144
Snow Capital Management
Pennsylvania
$1.27M +$1.27M +20,469 New
CM
145
Columbus Macro
Pennsylvania
$1.24M -$382K -6,147 -24%
SWP
146
Summit Wealth Partners
Florida
$1.22M -$3.11K -50 -0.3%
WA
147
Wealth Alliance
New York
$1.2M -$19K -305 -2%
CB
148
Commerce Bank
Missouri
$1.18M -$23.1K -371 -2%
MSAM
149
Moloney Securities Asset Management
Missouri
$1.15M
PFM
150
Phillips Financial Management
Indiana
$1.13M -$5.53K -89 -0.5%