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iShares Core S&P US Value ETF

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
176
Interchange Capital Partners
Pennsylvania
$1.06M +$140K +1,084 +15%
APWM
177
Atlas Private Wealth Management
New York
$1.02M +$196K +2,842 +24%
CI
178
CX Institutional
Indiana
$1.01M +$71.3K +1,034 +8%
MIAN
179
Mariner Independent Advisor Network
Kansas
$960K -$25.4K -369 -3%
PA
180
PFG Advisors
Arizona
$928K +$36.5K +529 +4%
PA
181
Prism Advisors
California
$909K
TC
182
Telemus Capital
Michigan
$873K -$190K -2,706 -18%
NFP
183
Narus Financial Partners
Utah
$850K +$850K +12,343 New
CFA
184
Carroll Financial Associates
North Carolina
$837K +$22.1K +321 +3%
EFL
185
ERn Financial LLC
Wisconsin
$824K +$75.5K +1,095 +10%
FNBOH
186
First National Bank of Hutchinson
Kansas
$821K +$821K +11,911 New
FHA
187
Flagship Harbor Advisors
Massachusetts
$817K +$49.2K +714 +6%
TF
188
TIAA FSB
Florida
$812K +$812K +11,791 New
N
189
Natixis
France
$803K
Comerica Bank
190
Comerica Bank
Texas
$801K +$133K +1,874 +20%
IA
191
IFP Advisors
Florida
$790K +$464K +6,734 +142%
WPC
192
White Pine Capital
Minnesota
$787K -$8.27K -120 -1%
WP
193
WealthShield Partners
North Carolina
$767K +$757 +11 +0.1%
MCWS
194
McKinley Carter Wealth Services
West Virginia
$748K +$748K +10,859 New
CAG
195
Csenge Advisory Group
Florida
$745K +$745K +10,607 New
MWM
196
Mascoma Wealth Management
New Hampshire
$744K +$744K +10,805 New
PFS
197
Prospera Financial Services
Texas
$741K -$88.9K -1,289 -11%
IWAG
198
Integer Wealth Advisors Group
Georgia
$738K -$68K -968 -8%
HNB
199
Huntington National Bank
Ohio
$716K
ATC
200
Argent Trust Co
Tennessee
$716K