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iShares Core S&P US Value ETF

623 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+57
Holders Change %
+10.07%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
219
Reduced
175
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
151
Robertson Stephens Wealth Management
California
$4.79M -$747K -8,855 -13%
AWM
152
Able Wealth Management
New Jersey
$4.7M +$4.7M +55,725 New
EFM
153
Eley Financial Management
Vermont
$4.61M +$20.5K +243 +0.4%
PWM
154
Perigon Wealth Management
California
$4.59M +$142K +1,682 +3%
HCM
155
Howland Capital Management
Massachusetts
$4.55M
RC
156
Rovin Capital
Arizona
$4.27M +$4.27M +50,658 New
BCG
157
Breakwater Capital Group
New Jersey
$4.26M -$874K -10,407 -17%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$4.12M +$3.44M +40,737 +504%
AMG
159
Asset Management Group
Connecticut
$3.97M -$237K -2,808 -6%
Prudential Financial
160
Prudential Financial
New Jersey
$3.92M +$243K +2,881 +7%
EPM
161
Elm Partners Management
Pennsylvania
$3.92M -$268K -3,183 -6%
BBL
162
Beck Bode LLC
Massachusetts
$3.88M -$506K -6,003 -12%
FPIS
163
Financial Planning & Information Services
Wisconsin
$3.79M -$113K -1,342 -3%
CM
164
Columbus Macro
Pennsylvania
$3.79M -$164K -1,944 -4%
1WM
165
1900 Wealth Management
Texas
$3.78M -$6.38M -75,707 -63%
HH
166
Hilltop Holdings
Texas
$3.72M -$603K -7,155 -14%
WMP
167
Wealth Management Partners
Arizona
$3.68M +$36.2K +429 +1%
CA
168
Cetera Advisors
Colorado
$3.66M -$5.65K -67 -0.2%
B
169
Bailard
California
$3.65M -$33.8K -401 -0.9%
MA
170
Mutual Advisors
Nebraska
$3.63M +$149K +1,763 +4%
SCA
171
Sandy Cove Advisors
Massachusetts
$3.56M +$38.2K +453 +1%
SPC
172
Sigma Planning Corp
Michigan
$3.54M -$6.7M -79,505 -65%
FHA
173
Flagship Harbor Advisors
Massachusetts
$3.51M +$2M +23,746 +133%
FM
174
Family Management
New York
$3.5M -$682K -8,090 -16%
SC
175
Syon Capital
California
$3.49M +$1.64M +19,425 +89%