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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
201
Endurance Wealth Management
Rhode Island
$1.85M
DFA
202
DHK Financial Advisors
New Hampshire
$1.81M
MSAM
203
Moloney Securities Asset Management
Missouri
$1.81M +$153K +1,953 +9%
FTUS
204
Flow Traders U.S.
New York
$1.73M -$4.9M -62,544 -74%
WWM
205
Western Wealth Management
Colorado
$1.7M -$54.9K -702 -3%
MA
206
Montag & Associates
Georgia
$1.67M -$899K -11,490 -35%
Citigroup
207
Citigroup
New York
$1.66M -$49.5K -632 -3%
LFS
208
Legacy Financial Strategies
Kansas
$1.62M
VNB
209
Virginia National Bank
Virginia
$1.61M +$80.3K +1,026 +5%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.59M +$1.59M +20,304 New
SPI
211
Sutton Place Investors
New York
$1.57M
FHC
212
First Heartland Consultants
Missouri
$1.56M +$7.28K +93 +0.5%
SPIA
213
Steward Partners Investment Advisory
New York
$1.55M +$11.8K +151 +0.8%
Cerity Partners
214
Cerity Partners
New York
$1.5M +$300K +3,828 +25%
BCI
215
Brinker Capital Investments
Pennsylvania
$1.5M +$167K +2,041 +13%
OPS
216
Orion Portfolio Solutions
Nebraska
$1.5M +$167K +2,041 +13%
SFA
217
Sequoia Financial Advisors
Ohio
$1.48M -$297K -3,794 -17%
BWA
218
BDO Wealth Advisors
Florida
$1.47M +$1.32M +16,899 +888%
FNBOH
219
First National Bank of Hutchinson
Kansas
$1.41M -$82K -1,048 -6%
OAM
220
Occidental Asset Management
California
$1.4M +$1.4M +17,834 New
CFA
221
Cahill Financial Advisors
Minnesota
$1.36M +$7.59K +97 +0.6%
TWM
222
TriaGen Wealth Management
California
$1.36M
SLA
223
Silver Lake Advisory
Utah
$1.35M +$15.8K +202 +1%
MWM
224
Mascoma Wealth Management
New Hampshire
$1.31M -$22.8K -286 -2%
NA
225
NewEdge Advisors
Louisiana
$1.3M -$62.5K -798 -5%