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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 %
GPA
151
Guidance Point Advisors
Massachusetts
$3.78M -$433K -5,538 -10%
CM
152
Columbus Macro
Pennsylvania
$3.77M -$255K -3,213 -6%
FPIS
153
Financial Planning & Information Services
Wisconsin
$3.67M -$51.7K -660 -1%
DWM
154
Defined Wealth Management
Oregon
$3.61M -$487K -6,218 -12%
SOS
155
Silver Oak Securities
Tennessee
$3.59M -$88.3K -1,128 -2%
LRIA
156
Leonard Rickey Investment Advisors
Washington
$3.58M -$148K -1,894 -4%
RSWM
157
Robertson Stephens Wealth Management
California
$3.51M -$1.48M -18,884 -30%
DP
158
Denver PWM
Colorado
$3.44M -$31.2K -399 -0.9%
GRP
159
Global Retirement Partners
California
$3.42M +$204K +2,609 +6%
MWA
160
Motive Wealth Advisors
Michigan
$3.33M -$177K -2,263 -5%
CA
161
Cetera Advisors
Colorado
$3.31M +$102K +1,305 +3%
SCA
162
Sandy Cove Advisors
Massachusetts
$3.27M +$3.27M +41,801 New
B
163
Bailard
California
$3.24M +$415K +5,307 +15%
BSW
164
Buckingham Strategic Wealth
Missouri
$3.24M +$92.6K +1,183 +3%
EWA
165
EP Wealth Advisors
California
$3.13M -$8.63M -10,031 -73%
RFN
166
RDA Financial Network
Iowa
$3.03M -$58.9K -753 -2%
DDPIC
167
Deroy & Devereaux Private Investment Counsel
Michigan
$2.91M +$235K +3,000 +9%
WMP
168
Wealth Management Partners
Arizona
$2.9M -$1.41K -18 -0%
MA
169
Mutual Advisors
Nebraska
$2.9M +$323K +4,128 +13%
Brown Advisory
170
Brown Advisory
Maryland
$2.89M -$1.06M -13,585 -27%
HH
171
Hilltop Holdings
Texas
$2.88M -$1.34M -17,143 -32%
WPWM
172
Windward Private Wealth Management
Kansas
$2.86M -$99.8K -1,275 -3%
GP
173
Greenline Partners
New York
$2.79M -$182K -2,323 -6%
VFIC
174
Valley Forge Investment Consultants
Pennsylvania
$2.63M +$7.28K +93 +0.3%
WG
175
Watchman Group
Texas
$2.56M +$966K +12,341 +61%