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iShares Core S&P US Value ETF

721 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 257 increasing their positions, 239 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
TWA
326
Talisman Wealth Advisors
New Jersey
$844K
SHGA
327
Sand Hill Global Advisors
California
$830K
NL
328
NWAM LLC
Washington
$825K
OAM
329
Occidental Asset Management
California
$818K
BWCS
330
Beirne Wealth Consulting Services
Connecticut
$809K
CWM
331
Congress Wealth Management
Massachusetts
$808K
ICP
332
Interchange Capital Partners
Pennsylvania
$802K
EAM
333
Empirical Asset Management
Massachusetts
$787K
WHCFA
334
William Howard & Co Financial Advisors
Tennessee
$762K
Citadel Advisors
335
Citadel Advisors
Florida
$762K
EFL
336
ERn Financial LLC
Wisconsin
$741K
DADC
337
D.A. Davidson & Co
Montana
$726K
BCI
338
Brinker Capital Investments
Pennsylvania
$726K
VCA
339
Verdence Capital Advisors
Maryland
$714K
WT
340
Whittier Trust
California
$710K
FAI
341
Fiduciary Advisors Inc
Missouri
$703K
IWB
342
Innovative Wealth Building
Maryland
$702K
OPTFSNA
343
Old Point Trust & Financial Services N A
Virginia
$697K
RSWM
344
Robertson Stephens Wealth Management
California
$695K
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$683K
SFA
346
Sequoia Financial Advisors
Ohio
$678K
TCA
347
Transcend Capital Advisors
New Jersey
$672K
KWA
348
Kingswood Wealth Advisors
California
$670K
CFS
349
Coordinated Financial Services
Colorado
$667K
MA
350
MONECO Advisors
Connecticut
$665K