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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
VFA
401
Valeo Financial Advisors
Indiana
$564K
Brown Advisory
402
Brown Advisory
Maryland
$559K
MWM
403
Meridian Wealth Management
Kentucky
$553K
BFA
404
Beaumont Financial Advisors
Massachusetts
$552K
LSIA
405
LaSalle St. Investment Advisors
Illinois
$552K
PCIA
406
Prime Capital Investment Advisors
Kansas
$549K
FAM
407
Forte Asset Management
New York
$542K
Pathstone Holdings
408
Pathstone Holdings
New Jersey
$542K
PPW
409
Presilium Private Wealth
Pennsylvania
$541K
AC
410
AWM Capital
Arizona
$540K
BWM
411
Braeburn Wealth Management
Michigan
$539K
SW
412
Simplicity Wealth
New Jersey
$537K
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$537K
Lido Advisors
414
Lido Advisors
California
$535K
CWP
415
Cyndeo Wealth Partners
Florida
$534K
IA
416
Inspire Advisors
Idaho
$534K
SM
417
Sweeney & Michel
California
$532K
BCM
418
Boreal Capital Management
Florida
$527K
BCM
419
BTC Capital Management
Iowa
$527K
GS
420
GWN Securities
Florida
$527K
FA
421
Fortis Advisors
Pennsylvania
$518K
BCM
422
Becker Capital Management
Oregon
$514K
FA
423
Flagstar Advisors
New York
$513K
TF
424
Tompkins Financial
New York
$501K
WTC
425
WhitTier Trust Company
Nevada
$499K