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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
251
TL Private Wealth
Texas
$1.87M
WWM
252
Western Wealth Management
Colorado
$1.87M
FHC
253
First Heartland Consultants
Missouri
$1.87M
MCA
254
Magnolia Capital Advisors
Mississippi
$1.84M
AWM
255
Axxcess Wealth Management
California
$1.83M
NFG
256
Nations Financial Group
Iowa
$1.83M
NAS
257
NWF Advisory Services
California
$1.79M
TCM
258
Traub Capital Management
Massachusetts
$1.7M
SIM
259
Synergy Investment Management
Florida
$1.67M
HP
260
Holistic Planning
Texas
$1.65M
LOIM
261
Liberty One Investment Management
Illinois
$1.65M
AQR Capital Management
262
AQR Capital Management
Connecticut
$1.64M
DAS
263
Diversify Advisory Services
Utah
$1.6M
CHJWM
264
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.59M
Allianz Asset Management
265
Allianz Asset Management
Germany
$1.56M
TWM
266
TriaGen Wealth Management
California
$1.56M
BWM
267
Boyd Wealth Management
California
$1.55M
NW
268
NewEdge Wealth
Pennsylvania
$1.53M
HPM
269
Hoxton Planning & Management
West Virginia
$1.46M
GSEP
270
Golden State Equity Partners
California
$1.46M
CG
271
CFO4Life Group
Texas
$1.46M
IC
272
IEQ Capital
California
$1.43M
ASN
273
Advisory Services Network
Georgia
$1.42M
SFG
274
Sovereign Financial Group
Connecticut
$1.4M
DIA
275
Dean Investment Associates
Ohio
$1.4M