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iShares Core S&P US Value ETF

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
5L
126
55I LLC
Massachusetts
$2.65M -$163K -2,300 -6%
GRP
127
Global Retirement Partners
California
$2.63M -$15.8K -223 -0.6%
EIC
128
Equity Investment Corp
Georgia
$2.56M +$74.3K +1,048 +3%
WMP
129
Wealth Management Partners
Arizona
$2.52M +$157K +2,211 +7%
FFG
130
Ford Financial Group
California
$2.47M +$46.8K +661 +2%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$2.45M -$2.56M -36,071 -51%
TPW
132
TL Private Wealth
Texas
$2.22M -$10.8K -144 -0.5%
AI
133
Atria Investments
North Carolina
$2.21M -$246K -3,470 -10%
Allianz Asset Management
134
Allianz Asset Management
Germany
$2.19M
SFG
135
Sovereign Financial Group
Connecticut
$2.19M -$204K -2,881 -9%
Financial Engines Advisors
136
Financial Engines Advisors
California
$2.17M -$5.74K -81 -0.3%
VA
137
Valmark Advisers
Ohio
$2.15M +$90.8K +1,281 +4%
DDPIC
138
Deroy & Devereaux Private Investment Counsel
Michigan
$2.07M +$142K +2,000 +7%
GB
139
Gunma Bank
Japan
$2.06M
DC
140
Derby & Company
Massachusetts
$2.05M +$72.2K +1,018 +4%
OC
141
Oppenheimer & Co
New York
$2.02M -$2.41K -34 -0.1%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$2M +$731K +10,321 +58%
BSW
143
Buckingham Strategic Wealth
Missouri
$1.96M +$17.1K +241 +0.9%
CGA
144
Crescent Grove Advisors
Illinois
$1.95M -$76.2K -1,075 -4%
NWM
145
Northwest Wealth Management
Iowa
$1.91M +$27.1K +382 +1%
KM
146
Kalos Management
Georgia
$1.88M -$340K -4,500 -15%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$1.85M -$937K -13,218 -34%
SF
148
Summit Financial
New Jersey
$1.84M +$17.9K +252 +1%
W
149
Wealthquest
Ohio
$1.84M -$86K -1,214 -4%
RIA
150
Regal Investment Advisors
Michigan
$1.69M