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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
Bessemer Group
351
Bessemer Group
New Jersey
$774K
FAI
352
Fiduciary Advisors Inc
Missouri
$768K
IWB
353
Innovative Wealth Building
Maryland
$763K
BM
354
Berman McAleer
Maryland
$749K
CL
355
Choreo LLC
Illinois
$741K
DADC
356
D.A. Davidson & Co
Montana
$737K
HPM
357
Hoxton Planning & Management
West Virginia
$736K
FCM
358
Firestone Capital Management
Florida
$712K
KWA
359
Kingswood Wealth Advisors
California
$712K
DCM
360
DGS Capital Management
New Jersey
$707K
TIAA Trust, National Association
361
TIAA Trust, National Association
North Carolina
$703K
DJSG
362
D.J. St. Germain
Massachusetts
$698K
S
363
Sachetta
Massachusetts
$694K
CFS
364
Coordinated Financial Services
Colorado
$690K
RW
365
Regimen Wealth
Georgia
$690K
AWM
366
Axxcess Wealth Management
California
$688K
WC
367
Waterloo Capital
Texas
$682K
TPI
368
Trust Point Inc
Wisconsin
$677K
BWMG
369
Barnes Wealth Management Group
California
$668K
CFGA
370
Cambridge Financial Group (Arizona)
Arizona
$668K
XF
371
XML Financial
Maryland
$657K
RMS
372
Retirement Management Systems
Maryland
$652K
SCM
373
Sterling Capital Management
North Carolina
$643K
EFS
374
Essex Financial Services
Connecticut
$641K
CFP
375
Cascade Financial Partners
California
$639K