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iShares Core S&P US Value ETF

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$735K +$5.4K +87 +0.7%
IWAG
177
Integer Wealth Advisors Group
Georgia
$726K +$26.6K +420 +4%
NA
178
NewEdge Advisors
Louisiana
$726K +$395K +6,359 +120%
N
179
Natixis
France
$725K
WPC
180
White Pine Capital
Minnesota
$718K +$41.8K +672 +6%
FHA
181
Flagship Harbor Advisors
Massachusetts
$693K -$160K -2,573 -19%
WP
182
WealthShield Partners
North Carolina
$692K +$510K +8,195 +280%
EWA
183
EP Wealth Advisors
California
$689K +$689K +11,080 New
EFL
184
ERn Financial LLC
Wisconsin
$675K +$133K +2,135 +24%
ClearBridge Investments
185
ClearBridge Investments
New York
$653K +$653K +10,500 New
ZIG
186
Zuckerman Investment Group
Illinois
$650K +$239K +3,848 +58%
FF
187
FourThought Financial
Florida
$649K +$649K +10,441 New
HNB
188
Huntington National Bank
Ohio
$646K
ATC
189
Argent Trust Co
Tennessee
$646K
SW
190
SVB Wealth
Massachusetts
$635K +$545K +8,780 +609%
Lido Advisors
191
Lido Advisors
California
$627K
Allianz Asset Management
192
Allianz Asset Management
Germany
$613K -$211K -3,391 -26%
VA
193
Valmark Advisers
Ohio
$608K +$608K +9,772 New
IFG
194
Investors Financial Group
Minnesota
$601K -$91.6K -1,474 -13%
Comerica Bank
195
Comerica Bank
Texas
$596K +$88.8K +1,399 +18%
CPO
196
Cerity Partners OCIO
New York
$558K +$13.6K +219 +3%
FCM
197
Firestone Capital Management
Florida
$554K
PFA
198
Pure Financial Advisors
California
$544K -$63.4K -1,019 -10%
PWAP
199
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$516K +$516K +8,301 New
CFA
200
Cahill Financial Advisors
Minnesota
$492K +$28.4K +457 +6%