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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
126
Beam Wealth Advisors
Louisiana
$6.25M +$1.58M +20,206 +34%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$6.21M +$149K +1,898 +2%
Mariner
128
Mariner
Kansas
$6.06M -$623K -7,959 -9%
ECG
129
Edge Capital Group
Georgia
$5.93M
MCM
130
Mitchell Capital Management
Kansas
$5.9M -$239K -3,059 -4%
QC
131
Quent Capital
New York
$5.77M +$380K +4,855 +7%
IWM
132
IHT Wealth Management
Illinois
$5.75M -$441K -5,641 -7%
CWA
133
Canvas Wealth Advisors
Kansas
$5.54M +$475K +5,892 +9%
IGWM
134
ICA Group Wealth Management
Colorado
$5.31M -$801K -10,241 -13%
PP
135
PrairieView Partners
Minnesota
$5.29M -$52.1K -666 -1%
1WA
136
180 Wealth Advisors
Washington
$5.19M -$123K -1,565 -2%
COCM
137
Charter Oak Capital Management
New Hampshire
$5.11M +$333K +4,257 +7%
OIA
138
OneDigital Investment Advisors
Kansas
$5.11M -$104K -1,328 -2%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$5.08M -$56.2K -718 -1%
SWM
140
Spire Wealth Management
Virginia
$4.78M -$72.3K -924 -1%
VFPW
141
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.49M +$53.9K +689 +1%
Prudential Financial
142
Prudential Financial
New Jersey
$4.43M -$285K -3,643 -6%
EFM
143
Eley Financial Management
Vermont
$4.32M -$34.3K -438 -0.8%
BBL
144
Beck Bode LLC
Massachusetts
$4.32M -$58.8K -751 -1%
HCM
145
Howland Capital Management
Massachusetts
$4.23M
BCG
146
Breakwater Capital Group
New Jersey
$4.22M +$1.21M +15,409 +40%
PWM
147
Perigon Wealth Management
California
$4.13M -$130K -1,660 -3%
EPM
148
Elm Partners Management
Pennsylvania
$3.91M -$12.3K -157 -0.3%
FM
149
Family Management
New York
$3.91M -$694K -8,865 -15%
AMG
150
Asset Management Group
Connecticut
$3.89M -$230K -2,937 -6%