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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
CWM
601
Collaborative Wealth Management
Florida
$222K
EWA
602
EverSource Wealth Advisors
Alabama
$221K
AWM
603
Angeles Wealth Management
California
$221K
WG
604
Watchman Group
Texas
$219K
GC
605
Gibson Capital
Pennsylvania
$216K
TIM
606
Total Investment Management
Arizona
$216K
VP
607
Verum Partners
North Carolina
$216K
FG
608
Fiduciary Group
Georgia
$215K
LRWA
609
Long Run Wealth Advisors
New York
$214K
AWM
610
Apollon Wealth Management
South Carolina
$213K
KA
611
Kovack Advisors
Florida
$211K
OA
612
Oxbow Advisors
Texas
$211K
VAF
613
Values Added Financial
District of Columbia
$208K
PCP
614
Proficio Capital Partners
Massachusetts
$207K
FWP
615
Firethorn Wealth Partners
Georgia
$207K
CWM
616
Calamos Wealth Management
Illinois
$206K
NP
617
NorthRock Partners
Minnesota
$206K
MA
618
MCF Advisors
Kentucky
$206K
MHIC
619
Marble Harbor Investment Counsel
Massachusetts
$205K
DWS
620
Discipline Wealth Solutions
South Carolina
$205K
SQA
621
Simon Quick Advisors
New Jersey
$204K
EPA
622
Element Pointe Advisors
Florida
$203K
KF
623
Krilogy Financial
Missouri
$203K
UBS AM
624
UBS AM
Illinois
$203K
MIM
625
Macroview Investment Management
Maryland
$202K