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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
PW
301
Potentia Wealth
California
$1.25M
NL
302
NWAM LLC
Washington
$1.23M
ML
303
MLP3 LLC
New Jersey
$1.22M
QCM
304
Quantinno Capital Management
New York
$1.22M
PFM
305
Phillips Financial Management
Indiana
$1.22M
BWM
306
Brickley Wealth Management
California
$1.21M
VA
307
VestGen Advisors
Illinois
$1.17M
EIA
308
Eldridge Investment Advisors
New Hampshire
$1.16M
ATC
309
Argent Trust Co
Tennessee
$1.12M
AEPWM
310
Atlantic Edge Private Wealth Management
Florida
$1.11M
WANY
311
Wealthspire Advisors (New York)
New York
$1.11M
SIS
312
Sound Income Strategies
Florida
$1.1M
CCM
313
Coldstream Capital Management
Washington
$1.1M
PFA
314
Pure Financial Advisors
California
$1.1M
BFG
315
Bleakley Financial Group
New Jersey
$1.08M
WPC
316
White Pine Capital
Minnesota
$1.07M
MMPW
317
Mitchell McLeod Pugh & Williams
Alabama
$1.07M
SWA
318
Stratos Wealth Advisors
Ohio
$1.05M
MGIA
319
Moneta Group Investment Advisors
Missouri
$1.04M
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.03M
LSA
321
Lansing Street Advisors
Pennsylvania
$1.03M
WIA
322
World Investment Advisors
California
$1.01M
RWRC
323
R.W. Roge & Company
New York
$996K
EWA
324
Elevate Wealth Advisory
Georgia
$995K
OCPWS
325
One Charles Private Wealth Services
Massachusetts
$984K