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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
476
Joel Isaacson & Co
New York
$336K
SWP
477
Sagespring Wealth Partners
Tennessee
$333K
Bessemer Group
478
Bessemer Group
New Jersey
$332K
BJL
479
Brighton Jones LLC
Washington
$332K
SSWM
480
Sheets Smith Wealth Management
North Carolina
$329K
AWAP
481
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K
VWA
482
Valued Wealth Advisors
Utah
$327K
Vanguard Group
483
Vanguard Group
Pennsylvania
$326K
GWAG
484
Garrett Wealth Advisory Group
Texas
$324K
Envestnet Portfolio Solutions
485
Envestnet Portfolio Solutions
Illinois
$320K
CI
486
CX Institutional
Indiana
$320K
PCM
487
Parsons Capital Management
Rhode Island
$319K
DE
488
Diversified Enterprises
Delaware
$319K
CIC
489
Carnegie Investment Counsel
Ohio
$319K
VFA
490
Valeo Financial Advisors
Indiana
$316K
APW
491
Austin Private Wealth
Texas
$312K
BCA
492
Bay Colony Advisors
Massachusetts
$308K
Koshinski Asset Management
493
Koshinski Asset Management
Illinois
$308K
NGA
494
Naples Global Advisors
Florida
$306K
HWMT
495
Heritage Wealth Management (Texas)
Texas
$305K
CAM
496
CPA Asset Management
Florida
$301K
NF
497
Nikulski Financial
Iowa
$299K
RWP
498
Ridgecrest Wealth Partners
California
$298K
HWM
499
HB Wealth Management
Georgia
$296K
Neuberger Berman Group
500
Neuberger Berman Group
New York
$296K