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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
126
Beam Wealth Advisors
Louisiana
$6.74M -$178K -2,017 -3%
MWA
127
Motive Wealth Advisors
Michigan
$6.71M +$92.7K +1,052 +1%
ECG
128
Edge Capital Group
Georgia
$6.55M -$124K -1,412 -2%
SCP
129
Stevens Capital Partners
Nebraska
$6.52M -$263K -2,984 -4%
COCM
130
Charter Oak Capital Management
New Hampshire
$6.47M -$116K -1,313 -2%
OIA
131
OneDigital Investment Advisors
Kansas
$6.2M +$696K +7,895 +13%
Mariner
132
Mariner
Kansas
$6.14M -$175K -1,982 -3%
RSWM
133
Robertson Stephens Wealth Management
California
$6M -$1.43M -16,266 -19%
CWA
134
Canvas Wealth Advisors
Kansas
$6M +$92.4K +1,002 +2%
GRP
135
Global Retirement Partners
California
$6M +$550K +6,241 +10%
PP
136
PrairieView Partners
Minnesota
$5.95M -$47.1K -534 -0.8%
UWM
137
USAdvisors Wealth Management
Minnesota
$5.77M -$379K -4,306 -6%
SOS
138
Silver Oak Securities
Tennessee
$5.65M -$141K -1,604 -2%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$5.48M +$793 +9 +0%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$5.46M +$965K +10,953 +21%
IAN
141
Integrated Advisors Network
Texas
$5.45M +$125K +1,422 +2%
M&T Bank
142
M&T Bank
New York
$5.44M -$3.05M -34,637 -36%
VFPW
143
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.35M +$96.6K +1,096 +2%
1WA
144
180 Wealth Advisors
Washington
$5.34M -$112K -1,254 -2%
SWM
145
Spire Wealth Management
Virginia
$5.33M -$3.26K -37 -0.1%
DWM
146
Defined Wealth Management
Oregon
$5.27M -$267K -3,033 -5%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$5.12M -$258K -2,930 -5%
AWM
148
Able Wealth Management
New Jersey
$5.09M +$76.3K +866 +2%
WWM
149
WJ Wealth Management
Arizona
$4.88M -$43.2K -490 -0.9%
Comerica Bank
150
Comerica Bank
Texas
$4.87M +$180K +2,047 +4%