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iShares Core S&P US Value ETF

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
176
Cahill Financial Advisors
Minnesota
$405K +$2.93K +54 +0.7%
NFG
177
Next Financial Group
Texas
$405K +$28.8K +530 +8%
WT
178
Whittier Trust
California
$400K
IA
179
IFG Advisory
Georgia
$396K +$28.5K +525 +8%
UWPG
180
Ullmann Wealth Partners Group
Florida
$381K +$217 +4 +0.1%
KL
181
KWMG LLC
Kansas
$378K -$14.3K -264 -4%
BRWA
182
B. Riley Wealth Advisors
Florida
$371K +$34.9K +644 +10%
RG
183
Rikoon Group
New Mexico
$370K -$55.8K -1,028 -13%
CCMD
184
Cypress Capital Management (Delaware)
Delaware
$369K
RJT
185
Raymond James Trust
Florida
$368K
APG
186
Abacus Planning Group
South Carolina
$366K
VFP
187
Verus Financial Partners
Virginia
$366K +$366K +6,737 New
ZIG
188
Zuckerman Investment Group
Illinois
$358K +$47.6K +877 +15%
EIA
189
Eldridge Investment Advisors
New Hampshire
$352K +$81.5K +1,500 +30%
CAM
190
Cozad Asset Management
Illinois
$346K
TC
191
TAP Consulting
Missouri
$342K +$6.84K +126 +2%
RBC
192
Roble Belko & Company
Pennsylvania
$318K
BPA
193
Beacon Pointe Advisors
California
$307K +$49.6K +913 +19%
AWE
194
Avidian Wealth Enterprises
Texas
$305K +$597 +11 +0.2%
M&T Bank
195
M&T Bank
New York
$303K +$16.3K +301 +6%
Prudential Financial
196
Prudential Financial
New Jersey
$290K +$27.8K +511 +11%
NA
197
NewEdge Advisors
Louisiana
$289K -$23.9K -440 -8%
MIA
198
MainStreet Investment Advisors
Illinois
$286K -$19.3M -355,779 -99%
DADC
199
D.A. Davidson & Co
Montana
$286K
WS
200
Wedbush Securities
California
$285K -$49.7K -918 -15%