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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
CNBT
26
Canandaigua National Bank & Trust
New York
$88.6M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$76.2M
HighTower Advisors
28
HighTower Advisors
Illinois
$72.5M
SFA
29
Sequoia Financial Advisors
Ohio
$71.3M
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$66M
PS
31
Principal Securities
Iowa
$64.4M
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$62.9M
AF
33
Allworth Financial
California
$62.8M
Goldman Sachs
34
Goldman Sachs
New York
$57.4M
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$56M
Osaic Holdings
36
Osaic Holdings
Arizona
$51.6M
Fidelity Investments
37
Fidelity Investments
Massachusetts
$48.3M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$47.3M
NFG
39
Nadler Financial Group
Illinois
$47M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$45.9M
FHA
41
Flagship Harbor Advisors
Massachusetts
$44.7M
Ameriprise
42
Ameriprise
Minnesota
$43M
VC
43
Veracity Capital
Georgia
$41.5M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
TA
45
Townsend & Associates
Colorado
$38.3M
AUB
46
Atlantic Union Bankshares
Virginia
$37M
PAG
47
Private Advisor Group
New Jersey
$36.6M
TLA
48
Tanglewood Legacy Advisors
Texas
$36.5M
HR
49
Howe & Rusling
New York
$35.8M
HFS
50
Hantz Financial Services
Michigan
$35.6M