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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
626
Bartlett & Co Wealth Management
Ohio
$61.5K
FF
627
Finley Financial
Nevada
$60.6K
SMA
628
Sage Mountain Advisors
Georgia
$60.1K
NS
629
NBC Securities
Alabama
$56K
MBFW
630
Morton Brown Family Wealth
Pennsylvania
$54.7K
TFA
631
Toth Financial Advisory
Virginia
$52.8K
CT
632
Caldwell Trust
Florida
$51K
Franklin Resources
633
Franklin Resources
California
$49.5K
BWL
634
Bogart Wealth LLC
Virginia
$49.1K
PCTC
635
Perkins Coie Trust Company
Washington
$48.5K
MFT
636
Moisand Fitzgerald Tamayo
Florida
$47.8K
CWP
637
Concord Wealth Partners
Virginia
$47.2K
WCM
638
Winthrop Capital Management
Indiana
$46K
TFGT
639
TS Financial Group (TSFG)
Illinois
$46K
SWIM
640
Smallwood Wealth Investment Management
New Jersey
$42.1K
NCM
641
Northwest Capital Management
Oregon
$41.9K
AA
642
Ancora Advisors
Ohio
$41.1K
HT
643
Headlands Technologies
Illinois
$40.5K
BONH
644
Bank of New Hampshire
New Hampshire
$40K
GWSG
645
GPS Wealth Strategies Group
Colorado
$38.5K
AG
646
AmeriFlex Group
Nevada
$36.5K
EWP
647
Elevation Wealth Partners
California
$36.3K
ETC
648
Exchange Traded Concepts
Oklahoma
$35.8K
MJRIC
649
Mogy Joel R Investment Counsel
California
$35.5K
MFC
650
Mechanics Financial Corp
Ohio
$34.7K