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iShares Core S&P US Value ETF

738 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
ForthRight Wealth Management
Georgia
$30M
MWP
52
Madison Wealth Partners
Wisconsin
$29.9M
GWM
53
GDS Wealth Management
Texas
$29.5M
SCA
54
Southern Capital Advisors
Tennessee
$28.7M
PIAS
55
PCA Investment Advisory Services
Ohio
$27.9M
DI
56
DDFG Inc
California
$27.1M
MML Investors Services
57
MML Investors Services
Massachusetts
$26.8M
VA
58
Vident Advisory
Georgia
$25.1M
Financial Engines Advisors
59
Financial Engines Advisors
California
$24.5M
WPW
60
Waldron Private Wealth
Pennsylvania
$24.2M
GC
61
Garde Capital
Washington
$24.2M
Two Sigma Investments
62
Two Sigma Investments
New York
$23.6M
VWM
63
Venturi Wealth Management
Texas
$23.4M
SA
64
Sanctuary Advisors
Indiana
$22M
IAN
65
Integrated Advisors Network
Texas
$21.6M
SWA
66
Strategies Wealth Advisors
Michigan
$21.4M
SCM
67
Steele Capital Management
Iowa
$21.2M
EH
68
Equitable Holdings
New York
$21M
DWAM
69
Duncan Williams Asset Management
Tennessee
$20.8M
SW
70
SkyOak Wealth
Michigan
$20.3M
SFA
71
Salus Financial Advisors
Colorado
$20.3M
IWMWV
72
Ironwood Wealth Management (West Virginia)
West Virginia
$19.5M
CRC
73
Curi RMB Capital
Illinois
$18.5M
AI
74
Atria Investments
North Carolina
$18M
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$17.8M