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iShares Core S&P US Value ETF

738 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Wealthstream Advisors
New York
$317K
RWP
502
Ridgecrest Wealth Partners
California
$315K
Neuberger Berman Group
503
Neuberger Berman Group
New York
$312K
WS
504
Wedbush Securities
California
$312K
BJL
505
Brighton Jones LLC
Washington
$309K
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$309K
SHFA
507
SC&H Financial Advisors
Maryland
$308K
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$307K
ADL
509
Asset Dedication LLC
California
$303K
LWM
510
LongView Wealth Management
Georgia
$300K
CIA
511
Compass Ion Advisors
Pennsylvania
$296K
STA
512
Summit Trail Advisors
New York
$292K
PCM
513
Parsons Capital Management
Rhode Island
$291K
BO
514
Bank OZK
Arkansas
$291K
AF
515
Atala Financial
California
$289K
AssetMark Inc
516
AssetMark Inc
California
$289K
RF
517
Roxbury Financial
New Jersey
$289K
VPIM
518
Vanguard Personalized Indexing Management
California
$288K
SWP
519
Sagespring Wealth Partners
Tennessee
$286K
OWA
520
Octavia Wealth Advisors
Ohio
$285K
HFO
521
Heritage Family Offices
Arizona
$283K
EWM
522
Elevatus Welath Management
New York
$282K
HH
523
Hilltop Holdings
Texas
$280K
WCAMG
524
Woodard & Company Asset Management Group
North Carolina
$280K
JWBC
525
John W. Brooker & Co
California
$275K