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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
GFWA
326
Grey Fox Wealth Advisors
Delaware
$971K
CB
327
Commerce Bank
Missouri
$970K
D
328
Dentgroup
Louisiana
$959K
PIA
329
Perennial Investment Advisors
California
$958K
RIS
330
Richmond Investment Services
Wisconsin
$954K
EWM
331
Evermay Wealth Management
Virginia
$947K
TWA
332
Talisman Wealth Advisors
New Jersey
$939K
UWM
333
USAdvisors Wealth Management
Minnesota
$933K
GIA
334
Gladstone Institutional Advisory
Florida
$913K
MA
335
MONECO Advisors
Connecticut
$902K
EFL
336
ERn Financial LLC
Wisconsin
$893K
VAM
337
Verity Asset Management
North Carolina
$882K
ICP
338
Interchange Capital Partners
Pennsylvania
$877K
HWM
339
HB Wealth Management
Georgia
$876K
EAM
340
Empirical Asset Management
Massachusetts
$853K
PG
341
Patten Group
Tennessee
$850K
IC
342
IEQ Capital
California
$846K
RP
343
Riverwater Partners
Wisconsin
$846K
SIM
344
Synergy Investment Management
Florida
$835K
NWM
345
Northwest Wealth Management
Iowa
$832K
PSCM
346
Per Stirling Capital Management
Texas
$831K
WHCFA
347
William Howard & Co Financial Advisors
Tennessee
$826K
BWCS
348
Beirne Wealth Consulting Services
Connecticut
$816K
DWM
349
Diversify Wealth Management
Utah
$807K
KWM
350
Kingsview Wealth Management
Oregon
$807K