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iShares Core S&P US Value ETF

785 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$369K
Puts
$267K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
251
Legacy Financial Strategies
Kansas
$2.12M
Citigroup
252
Citigroup
New York
$2.12M
RWP
253
RWA Wealth Partners
Massachusetts
$2.12M
WWM
254
Western Wealth Management
Colorado
$2.12M
PA
255
PFG Advisors
Arizona
$2.1M
NCM
256
Next Capital Management
New York
$2.09M
NW
257
NewEdge Wealth
Pennsylvania
$2.09M
AF
258
Apollon Financial
South Carolina
$2.06M
FHC
259
First Heartland Consultants
Missouri
$2.02M
OAM
260
Occidental Asset Management
California
$1.99M
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$1.96M
TPW
262
TL Private Wealth
Texas
$1.9M
NFG
263
Nations Financial Group
Iowa
$1.86M
TCM
264
Traub Capital Management
Massachusetts
$1.76M
NAS
265
NWF Advisory Services
California
$1.74M
HP
266
Holistic Planning
Texas
$1.7M
WWM
267
WJ Wealth Management
Arizona
$1.69M
TWM
268
TriaGen Wealth Management
California
$1.68M
CHJWM
269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M
CG
270
CFO4Life Group
Texas
$1.59M
VCP
271
Verus Capital Partners
Arizona
$1.54M
SIA
272
Soltis Investment Advisors
Utah
$1.52M
SFG
273
Sovereign Financial Group
Connecticut
$1.51M
MOS
274
MGO One Seven
Ohio
$1.49M
ASN
275
Advisory Services Network
Georgia
$1.46M