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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
SMA
676
Sage Mountain Advisors
Georgia
$57.4K
Franklin Resources
677
Franklin Resources
California
$53.6K
BWL
678
Bogart Wealth LLC
Virginia
$53.2K
PCTC
679
Perkins Coie Trust Company
Washington
$52.5K
MFT
680
Moisand Fitzgerald Tamayo
Florida
$51.8K
CWP
681
Concord Wealth Partners
Virginia
$51.7K
AT
682
Arlington Trust
Alabama
$51.3K
HWA
683
HHM Wealth Advisors
Tennessee
$50K
TFGT
684
TS Financial Group (TSFG)
Illinois
$50K
WCM
685
Winthrop Capital Management
Indiana
$50K
AWA
686
American Wealth Advisors
Georgia
$48.5K
MB
687
MidFirst Bank
Oklahoma
$46.9K
QA
688
Quattro Advisors
Pennsylvania
$45.7K
SWIM
689
Smallwood Wealth Investment Management
New Jersey
$45.6K
HHCP
690
Hilton Head Capital Partners
South Carolina
$45.3K
BONH
691
Bank of New Hampshire
New Hampshire
$43.4K
SWM
692
SHP Wealth Management
Massachusetts
$41.7K
NS
693
NBC Securities
Alabama
$41K
EWP
694
Elevation Wealth Partners
California
$39.4K
MJRIC
695
Mogy Joel R Investment Counsel
California
$38.5K
GAFA
696
Garton & Associates Financial Advisors
Kentucky
$36.9K
TSMHT
697
Thurston Springer Miller Herd & Titak
Indiana
$35.3K
PP
698
Pacifica Partners
Canada
$35K
DWA
699
Dougherty Wealth Advisers
Minnesota
$34.7K
HIMS
700
Hager Investment Management Services
New Hampshire
$33K