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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.48B 52,051,145 +107,437 +0.2%
LPL Financial
2
LPL Financial
California
$760M 11,370,481 -118,927 -1%
Morgan Stanley
3
Morgan Stanley
New York
$559M 8,360,877 +141,671 +2%
BTI
4
Blue Trust Inc
Georgia
$455M 5,993,681 +5,993,681 New
BlackRock
5
BlackRock
New York
$296M 4,432,275 +3,887,060 +713%
S
6
SignatureFD
Georgia
$250M 3,739,648 -103,570 -3%
AL
7
Aspiriant LLC
California
$167M 2,495,700 +214 +0%
UBS Group
8
UBS Group
Switzerland
$130M 1,949,757 +103,765 +6%
SHGA
9
Sand Hill Global Advisors
California
$106M 1,579,106 -5,578 -0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$97.5M 1,458,146 -4,012 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$70.7M 1,057,154 +89,173 +9%
Wells Fargo
12
Wells Fargo
California
$67.3M 1,005,899 +43,414 +5%
William Blair & Company
13
William Blair & Company
Illinois
$63.5M 949,601 +41,005 +5%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$61.7M 905,547 -6,057 -0.7%
Goldman Sachs
15
Goldman Sachs
New York
$55.4M 829,053 -29,936 -3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$47.4M 709,235 +354,861 +100%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$45.3M 677,450 +23,145 +4%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$41.7M 623,353 -71,395 -10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$40.1M 599,385 +12,237 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$38.9M 575,037 +81,811 +17%
ERFOTCOFW
21
Employees Retirement Fund of the City of Fort Worth
Texas
$38.8M 580,217
GWM
22
GDS Wealth Management
Texas
$37.3M 558,126 +24,910 +5%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$35.9M 537,444 -40,196 -7%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$35.4M 529,406 -5,933 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$32.4M 484,734 -12,848 -3%