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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.66B 42,732,865 +1,790,302 +4%
LPL Financial
2
LPL Financial
California
$571M 9,175,208 -3,059,653 -25%
Morgan Stanley
3
Morgan Stanley
New York
$371M 5,961,427 +1,061,823 +22%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$223M 3,593,059 +459,453 +15%
AL
5
Aspiriant LLC
California
$136M 2,182,430 +141,092 +7%
UBS Group
6
UBS Group
Switzerland
$85.3M 1,371,102 +103,945 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$69.7M 1,120,916 +48,297 +5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$65.9M 1,059,721 -41,358 -4%
Charles Schwab
9
Charles Schwab
California
$65.4M 1,051,126 -145,542 -12%
BlackRock
10
BlackRock
New York
$56M 900,320 +150,624 +20%
SHGA
11
Sand Hill Global Advisors
California
$50.9M 819,218 +819,218 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$45.5M 731,933 +37,416 +5%
SRA
13
Summit Rock Advisors
New York
$45.2M 726,403 -979,636 -57%
Wells Fargo
14
Wells Fargo
California
$43.2M 695,391 +298,227 +75%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$41.4M 665,947 +501 +0.1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$40.6M 653,010 -13,007 -2%
Goldman Sachs
17
Goldman Sachs
New York
$38.3M 615,097 +26,654 +5%
William Blair & Company
18
William Blair & Company
Illinois
$33.9M 544,653 +81,616 +18%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$33.3M 534,778 +34,768 +7%
SSB
20
Sandy Spring Bank
Maryland
$31.5M 506,833 -527 -0.1%
Ameriprise
21
Ameriprise
Minnesota
$29.4M 472,722 +31,062 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$27.3M 439,121 +12,410 +3%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$26.6M 428,486 +19,348 +5%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$26.2M 421,617 +35,831 +9%
UCFA
25
United Capital Financial Advisors
Texas
$25M 402,139 +3,160 +0.8%