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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
LIM
501
Leavell Investment Management
Alabama
$361K
ISFAN
502
Investor's Fiduciary Advisor Network
Washington
$358K
RA
503
RFG Advisory
Alabama
$358K
SSWM
504
Sheets Smith Wealth Management
North Carolina
$358K
AWAP
505
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K
ML
506
McAdam LLC
Pennsylvania
$352K
SC
507
Scotia Capital
Ontario, Canada
$352K
Bank of New York Mellon
508
Bank of New York Mellon
New York
$346K
CIC
509
Carnegie Investment Counsel
Ohio
$345K
WP
510
Wealthspan Partners
Iowa
$345K
DWA
511
Delap Wealth Advisory
Oregon
$340K
BCA
512
Bay Colony Advisors
Massachusetts
$340K
CI
513
CX Institutional
Indiana
$333K
GWAG
514
Garrett Wealth Advisory Group
Texas
$331K
TP
515
TritonPoint Partners
Maryland
$331K
VWA
516
Valued Wealth Advisors
Utah
$330K
HWMT
517
Heritage Wealth Management (Texas)
Texas
$330K
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$329K
CAM
519
CPA Asset Management
Florida
$326K
NGA
520
Naples Global Advisors
Florida
$326K
CG
521
Clifford Group
Massachusetts
$326K
GA
522
Greenspring Advisors
Maryland
$325K
RWP
523
Ridgecrest Wealth Partners
California
$323K
SWP
524
Sagespring Wealth Partners
Tennessee
$322K
Neuberger Berman Group
525
Neuberger Berman Group
New York
$320K