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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 %
TWM
151
TriaGen Wealth Management
California
$1.6M -$5.39K -76 -0.3%
SWP
152
Summit Wealth Partners
Florida
$1.55M +$19.8K +280 +1%
ZIG
153
Zuckerman Investment Group
Illinois
$1.55M +$71 +1 +0%
LFS
154
Legacy Financial Strategies
Kansas
$1.45M +$1.7K +24 +0.1%
Stifel Financial
155
Stifel Financial
Missouri
$1.45M -$6.26M -88,331 -81%
NL
156
NWAM LLC
Washington
$1.44M +$1.18M +16,650 +453%
APA
157
American Portfolios Advisors
New York
$1.44M +$110K +1,553 +8%
APWM
158
Atlas Private Wealth Management
New York
$1.41M +$368K +5,187 +35%
FHC
159
First Heartland Consultants
Missouri
$1.41M +$65.9K +930 +5%
Mariner
160
Mariner
Kansas
$1.41M +$199K +2,804 +16%
PTC
161
Private Trust Company
Ohio
$1.35M +$36.7K +518 +3%
MSAM
162
Moloney Securities Asset Management
Missouri
$1.34M
1WM
163
1900 Wealth Management
Texas
$1.33M +$1.33M +18,817 New
TVAMP
164
Tennessee Valley Asset Management Partners
Tennessee
$1.3M -$260K -3,674 -17%
COCM
165
Charter Oak Capital Management
New Hampshire
$1.28M -$2.48K -35 -0.2%
First Manhattan
166
First Manhattan
New York
$1.25M -$13.5K -190 -1%
CM
167
Columbus Macro
Pennsylvania
$1.22M +$87.7K +1,238 +8%
BOM
168
Bank of Marin
California
$1.19M -$158K -2,230 -12%
BAM
169
Baldrige Asset Management
Pennsylvania
$1.19M +$16.4K +231 +1%
EFL
170
ERn Financial LLC
Wisconsin
$1.17M +$316K +4,463 +37%
EIA
171
Eldridge Investment Advisors
New Hampshire
$1.16M -$39.2K -553 -3%
GP
172
Greenline Partners
New York
$1.14M -$1.41M -19,950 -55%
FA
173
Fortis Advisors
Pennsylvania
$1.13M -$266K -3,752 -19%
CB
174
Commerce Bank
Missouri
$1.13M
CHJWM
175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M +$30.6K +405 +3%