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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
VAM
326
Verity Asset Management
North Carolina
$869K
MGIA
327
Moneta Group Investment Advisors
Missouri
$861K
TWA
328
Talisman Wealth Advisors
New Jersey
$844K
SHGA
329
Sand Hill Global Advisors
California
$830K
NL
330
NWAM LLC
Washington
$825K
OAM
331
Occidental Asset Management
California
$818K
BWCS
332
Beirne Wealth Consulting Services
Connecticut
$809K
CWM
333
Congress Wealth Management
Massachusetts
$808K
ICP
334
Interchange Capital Partners
Pennsylvania
$802K
EAM
335
Empirical Asset Management
Massachusetts
$787K
WHCFA
336
William Howard & Co Financial Advisors
Tennessee
$762K
Citadel Advisors
337
Citadel Advisors
Florida
$762K
EFL
338
ERn Financial LLC
Wisconsin
$741K
DADC
339
D.A. Davidson & Co
Montana
$726K
BCI
340
Brinker Capital Investments
Pennsylvania
$726K
VCA
341
Verdence Capital Advisors
Maryland
$714K
WT
342
Whittier Trust
California
$710K
FAI
343
Fiduciary Advisors Inc
Missouri
$703K
IWB
344
Innovative Wealth Building
Maryland
$702K
OPTFSNA
345
Old Point Trust & Financial Services N A
Virginia
$697K
RSWM
346
Robertson Stephens Wealth Management
California
$695K
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$683K
SFA
348
Sequoia Financial Advisors
Ohio
$678K
TCA
349
Transcend Capital Advisors
New Jersey
$672K
KWA
350
Kingswood Wealth Advisors
California
$670K