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iShares Core S&P US Value ETF

779 hedge funds and large institutions have $19.8B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
WCG
551
Weaver Consulting Group
California
$279K
ME
552
McIlrath & Eck
Washington
$275K
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$275K
HL
554
HeadInvest LLC
Maine
$274K
PA
555
Pinnacle Associates
New York
$273K
GWM
556
Greenhouse Wealth Management
Connecticut
$273K
JF
557
Joule Financial
Kentucky
$272K
PFS
558
Prospect Financial Services
New York
$269K
OWA
559
Octavia Wealth Advisors
Ohio
$269K
MIAS
560
Mason Investment Advisory Services
Virginia
$269K
HSG
561
Helen Stephens Group
Texas
$268K
KA
562
Klingman & Associates
New York
$267K
EWM
563
Elevation Wealth Management
Minnesota
$262K
OAM
564
Oak Asset Management
California
$259K
FF
565
Francis Financial
$258K
HSWM
566
Hubbell Strickland Wealth Management
Louisiana
$258K
SWGC
567
Summit Wealth Group (Colorado)
Colorado
$256K
NSIM
568
North Star Investment Management
Illinois
$255K
FWM
569
Fingerlakes Wealth Management
New York
$254K
PWP
570
Prasad Wealth Partners
Ohio
$251K
HFS
571
Hopwood Financial Services
Virginia
$247K
MWAM
572
Manhattan West Asset Management
California
$244K
SWRP
573
Summit Wealth & Retirement Planning
California
$240K
BSSFA
574
Baron Silver Stevens Financial Advisors
Florida
$239K
OA
575
Operose Advisors
Wisconsin
$238K