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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
SWRP
576
Summit Wealth & Retirement Planning
California
$240K
BSSFA
577
Baron Silver Stevens Financial Advisors
Florida
$239K
OA
578
Operose Advisors
Wisconsin
$238K
CW
579
CreativeOne Wealth
Kansas
$237K
LA
580
Legacy Advisors
Pennsylvania
$237K
FWP
581
Falcon Wealth Planning
California
$236K
CA
582
Continuum Advisory
Idaho
$235K
Empower Advisory Group
583
Empower Advisory Group
Colorado
$233K
PCA
584
Pallas Capital Advisors
Massachusetts
$232K
First Trust Advisors
585
First Trust Advisors
Illinois
$232K
TC
586
Trilogy Capital
California
$231K
PSA
587
Plum Street Advisors
Louisiana
$231K
AWM
588
Accel Wealth Management
Iowa
$231K
KFI
589
Key Financial Inc
Pennsylvania
$230K
DC
590
Davenport & Co
Virginia
$229K
IAS
591
Insigneo Advisory Services
Florida
$229K
VWA
592
Visionary Wealth Advisors
Illinois
$228K
SRCM
593
Signature Resources Capital Management
California
$227K
JIC
594
Johnson Investment Counsel
Ohio
$225K
WGAM
595
Wilkinson Global Asset Management
New York
$225K
UWPG
596
Ullmann Wealth Partners Group
Florida
$224K
NEPWA
597
New England Private Wealth Advisors
Massachusetts
$224K
PFA
598
Pinnacle Family Advisors
Missouri
$224K
LFG
599
Larson Financial Group
Missouri
$224K
Thrivent Financial for Lutherans
600
Thrivent Financial for Lutherans
Minnesota
$223K