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iShares Core S&P US Value ETF

779 hedge funds and large institutions have $19.8B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
PIA
326
Perennial Investment Advisors
California
$958K
RIS
327
Richmond Investment Services
Wisconsin
$954K
EWM
328
Evermay Wealth Management
Virginia
$947K
TWA
329
Talisman Wealth Advisors
New Jersey
$939K
UWM
330
USAdvisors Wealth Management
Minnesota
$933K
GIA
331
Gladstone Institutional Advisory
Florida
$913K
MA
332
MONECO Advisors
Connecticut
$902K
EFL
333
ERn Financial LLC
Wisconsin
$893K
VAM
334
Verity Asset Management
North Carolina
$882K
ICP
335
Interchange Capital Partners
Pennsylvania
$877K
HWM
336
HB Wealth Management
Georgia
$876K
EAM
337
Empirical Asset Management
Massachusetts
$853K
PG
338
Patten Group
Tennessee
$850K
IC
339
IEQ Capital
California
$846K
RP
340
Riverwater Partners
Wisconsin
$846K
SIM
341
Synergy Investment Management
Florida
$835K
NWM
342
Northwest Wealth Management
Iowa
$832K
PSCM
343
Per Stirling Capital Management
Texas
$831K
WHCFA
344
William Howard & Co Financial Advisors
Tennessee
$826K
BWCS
345
Beirne Wealth Consulting Services
Connecticut
$816K
DWM
346
Diversify Wealth Management
Utah
$807K
KWM
347
Kingsview Wealth Management
Oregon
$807K
AWM
348
Aprio Wealth Management
Georgia
$801K
WT
349
Whittier Trust
California
$785K
VCA
350
Verdence Capital Advisors
Maryland
$777K