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iShares Core S&P US Value ETF

721 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 257 increasing their positions, 239 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
SIS
501
Sound Income Strategies
Florida
$290K
NCFG
502
New Century Financial Group
New Jersey
$287K
ADL
503
Asset Dedication LLC
California
$287K
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$285K
RF
505
Roxbury Financial
New Jersey
$284K
LWM
506
LongView Wealth Management
Georgia
$284K
CIA
507
Compass Ion Advisors
Pennsylvania
$280K
BO
508
Bank OZK
Arkansas
$275K
AF
509
Atala Financial
California
$274K
VPIM
510
Vanguard Personalized Indexing Management
California
$273K
SA
511
Sovran Advisors
California
$268K
CRI
512
Colonial River Investments
Virginia
$268K
WCAMG
513
Woodard & Company Asset Management Group
North Carolina
$266K
HH
514
Hilltop Holdings
Texas
$265K
PA
515
Pinnacle Associates
New York
$265K
CA
516
Calton & Associates
Florida
$262K
DWP
517
Daymark Wealth Partners
Ohio
$261K
OWA
518
Octavia Wealth Advisors
Ohio
$260K
FF
519
Francis Financial
$259K
HFO
520
Heritage Family Offices
Arizona
$259K
TC
521
Trilogy Capital
California
$259K
PCH
522
PGIM Custom Harvest
New Jersey
$256K
GWM
523
Greenhouse Wealth Management
Connecticut
$254K
HL
524
HeadInvest LLC
Maine
$253K
PFA
525
Pinnacle Family Advisors
Missouri
$253K