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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
RF
551
Roxbury Financial
New Jersey
$288K
WCAMG
552
Woodard & Company Asset Management Group
North Carolina
$287K
DWP
553
Daymark Wealth Partners
Ohio
$279K
WCG
554
Weaver Consulting Group
California
$279K
ME
555
McIlrath & Eck
Washington
$275K
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$275K
HL
557
HeadInvest LLC
Maine
$274K
PA
558
Pinnacle Associates
New York
$273K
GWM
559
Greenhouse Wealth Management
Connecticut
$273K
JF
560
Joule Financial
Kentucky
$272K
PFS
561
Prospect Financial Services
New York
$269K
OWA
562
Octavia Wealth Advisors
Ohio
$269K
MIAS
563
Mason Investment Advisory Services
Virginia
$269K
HSG
564
Helen Stephens Group
Texas
$268K
KA
565
Klingman & Associates
New York
$267K
EWM
566
Elevation Wealth Management
Minnesota
$262K
OAM
567
Oak Asset Management
California
$259K
FF
568
Francis Financial
$258K
HSWM
569
Hubbell Strickland Wealth Management
Louisiana
$258K
SWGC
570
Summit Wealth Group (Colorado)
Colorado
$256K
NSIM
571
North Star Investment Management
Illinois
$255K
FWM
572
Fingerlakes Wealth Management
New York
$254K
PWP
573
Prasad Wealth Partners
Ohio
$251K
HFS
574
Hopwood Financial Services
Virginia
$247K
MWAM
575
Manhattan West Asset Management
California
$244K