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iShares Core S&P US Value ETF

779 hedge funds and large institutions have $19.8B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
MWP
51
Madison Wealth Partners
Wisconsin
$32M
CRC
52
Curi RMB Capital
Illinois
$31.9M
PIAS
53
PCA Investment Advisory Services
Ohio
$31M
FWM
54
ForthRight Wealth Management
Georgia
$30.8M
Baird Financial Group
55
Baird Financial Group
Wisconsin
$30.1M
SCA
56
Southern Capital Advisors
Tennessee
$30.1M
Financial Engines Advisors
57
Financial Engines Advisors
California
$29.6M
MML Investors Services
58
MML Investors Services
Massachusetts
$29.5M
DWAM
59
Duncan Williams Asset Management
Tennessee
$29.2M
VFS
60
Valpey Financial Services
New Hampshire
$28.9M
DI
61
DDFG Inc
California
$28.7M
GWM
62
GDS Wealth Management
Texas
$24.8M
WPW
63
Waldron Private Wealth
Pennsylvania
$24.6M
VA
64
Vident Advisory
Georgia
$24.6M
GC
65
Garde Capital
Washington
$24.5M
EH
66
Equitable Holdings
New York
$23.7M
TF
67
Trek Financial
Arizona
$23.6M
APW
68
Alliance Private Wealth
Massachusetts
$23.2M
SA
69
Sanctuary Advisors
Indiana
$22.2M
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$22.2M
SCM
71
Steele Capital Management
Iowa
$21.6M
SWA
72
Strategies Wealth Advisors
Michigan
$21.6M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$21.5M
SFA
74
Salus Financial Advisors
Colorado
$21.2M
SW
75
SkyOak Wealth
Michigan
$20.6M