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iShares Core S&P US Value ETF

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
126
Symphony Financial
Texas
$7.16M -$2.69M -29,691 -27%
BWA
127
Beam Wealth Advisors
Louisiana
$7.1M +$25.1K +277 +0.4%
SCP
128
Stevens Capital Partners
Nebraska
$6.96M -$5.02M -55,478 -42%
Legacy Financial Group (Iowa)
129
Legacy Financial Group (Iowa)
Iowa
$6.87M +$6.87M +75,938 New
ECG
130
Edge Capital Group
Georgia
$6.85M +$71.8K +794 +1%
MWA
131
Motive Wealth Advisors
Michigan
$6.79M +$3.56M +39,398 +111%
COCM
132
Charter Oak Capital Management
New Hampshire
$6.76M +$454K +5,016 +7%
Mariner
133
Mariner
Kansas
$6.48M -$1.08M -11,923 -14%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$6.47M +$6.47M +71,494 New
RC
135
Rovin Capital
Arizona
$6.46M +$1.88M +20,739 +41%
UWM
136
USAdvisors Wealth Management
Minnesota
$6.29M -$396K -4,391 -6%
PP
137
PrairieView Partners
Minnesota
$6.15M -$87.8K -971 -1%
SOS
138
Silver Oak Securities
Tennessee
$5.94M -$214K -2,365 -3%
DWM
139
Defined Wealth Management
Oregon
$5.68M -$16.2K -179 -0.3%
OIA
140
OneDigital Investment Advisors
Kansas
$5.65M +$345K +3,815 +6%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$5.62M +$5.62M +62,156 New
GRP
142
Global Retirement Partners
California
$5.59M +$11.8K +131 +0.2%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$5.51M -$42.5K -470 -0.8%
1WA
144
180 Wealth Advisors
Washington
$5.51M -$111K -1,224 -2%
SWM
145
Spire Wealth Management
Virginia
$5.47M -$49.9K -552 -0.9%
CWA
146
Canvas Wealth Advisors
Kansas
$5.47M -$903K -10,571 -14%
IAN
147
Integrated Advisors Network
Texas
$5.46M -$12.9M -142,975 -70%
VFPW
148
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.4M +$149K +1,645 +3%
IGWM
149
ICA Group Wealth Management
Colorado
$5.2M -$758K -8,384 -13%
BA
150
Bridge Advisory
California
$5.18M +$2.36M +26,060 +84%