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iShares Core S&P US Value ETF

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$1.04M +$7.22K +108 +0.7%
MCA
202
Magnolia Capital Advisors
Mississippi
$1.04M -$199K -2,971 -16%
CG
203
CFO4Life Group
Texas
$1.03M
WP
204
Wealthspan Partners
Iowa
$1.02M -$58K -867 -5%
CHJWM
205
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M +$203 +3 +0%
FNBOH
206
First National Bank of Hutchinson
Kansas
$967K +$4.68K +70 +0.5%
WPC
207
White Pine Capital
Minnesota
$964K -$3.68K -55 -0.4%
NA
208
NewEdge Advisors
Louisiana
$936K -$333K -4,983 -26%
CB
209
Commerce Bank
Missouri
$912K -$32.4K -485 -3%
LNC
210
Lincoln National Corp
Pennsylvania
$911K +$155K +2,317 +21%
PA
211
Prism Advisors
California
$883K
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$865K +$865K +12,937 New
TC
213
Telemus Capital
Michigan
$807K +$12K +180 +2%
NFG
214
Nations Financial Group
Iowa
$799K +$97.5K +1,458 +14%
CAG
215
Csenge Advisory Group
Florida
$777K -$1.07K -16 -0.1%
BOM
216
Bank of Marin
California
$774K -$34.6K -517 -4%
EIA
217
Eldridge Investment Advisors
New Hampshire
$764K -$1.07M -15,938 -58%
BAM
218
Baldrige Asset Management
Pennsylvania
$764K -$32.6K -487 -4%
FA
219
Flagstar Advisors
New York
$752K +$3.21K +48 +0.4%
BL
220
Balentine LLC
Georgia
$743K -$90.3K -1,350 -11%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$742K -$13.1K -196 -2%
CAM
222
Cozad Asset Management
Illinois
$740K
ATC
223
Argent Trust Co
Tennessee
$730K -$33.4K -500 -4%
MGIA
224
Moneta Group Investment Advisors
Missouri
$724K +$65.5K +979 +10%
JWA
225
JFS Wealth Advisors
Pennsylvania
$723K