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iShares Core S&P US Value ETF

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
176
Buckingham Strategic Wealth
Missouri
$3.4M -$188K -2,134 -5%
DP
177
Denver PWM
Colorado
$3.36M +$3.36M +38,133 New
LRIA
178
Leonard Rickey Investment Advisors
Washington
$3.36M -$43.5K -494 -1%
EWA
179
EP Wealth Advisors
California
$3.24M -$56.8K -645 -2%
PPW
180
Presilium Private Wealth
Pennsylvania
$3.21M -$12.4K -141 -0.4%
SS
181
Sunbelt Securities
Texas
$3.15M +$156K +1,767 +5%
GP
182
Greenline Partners
New York
$3.12M
WPWM
183
Windward Private Wealth Management
Kansas
$3.11M -$141K -1,604 -4%
MOS
184
MGO One Seven
Ohio
$3.08M +$159K +1,809 +5%
RFN
185
RDA Financial Network
Iowa
$3.03M -$81.7K -927 -3%
HWA
186
Hilltop Wealth Advisors
North Carolina
$3.01M +$1.59K +18 +0.1%
SWP
187
Summit Wealth Partners
Florida
$2.99M +$62.4K +708 +2%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$2.99M -$1.95M -22,095 -39%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$2.98M -$12.3K -140 -0.4%
PCA
190
Prosperity Capital Advisors
Ohio
$2.9M +$1.04M +11,746 +56%
BBL
191
Beck Bode LLC
Massachusetts
$2.82M -$441K -5,003 -14%
SF
192
Summit Financial
New Jersey
$2.82M +$31K +352 +1%
HH
193
Hilltop Holdings
Texas
$2.79M -$1.96M -22,209 -41%
OC
194
Oppenheimer & Co
New York
$2.77M +$67.8K +769 +3%
EIC
195
Equity Investment Corp
Georgia
$2.62M +$216K +2,449 +9%
NA
196
NewEdge Advisors
Louisiana
$2.62M +$117K +1,331 +5%
Allianz Asset Management
197
Allianz Asset Management
Germany
$2.61M -$9.65M -109,550 -79%
ACA
198
Atlas Capital Advisors
Wyoming
$2.51M -$59.9K -680 -2%
PTC
199
Private Trust Company
Ohio
$2.48M +$288K +3,268 +13%
GPA
200
Guidance Point Advisors
Massachusetts
$2.48M +$3.17K +36 +0.1%