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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
KPWS
51
Kestra Private Wealth Services
Texas
$35M
MWP
52
Madison Wealth Partners
Wisconsin
$32M
CRC
53
Curi RMB Capital
Illinois
$31.9M
PIAS
54
PCA Investment Advisory Services
Ohio
$31M
FWM
55
ForthRight Wealth Management
Georgia
$30.8M
Baird Financial Group
56
Baird Financial Group
Wisconsin
$30.1M
SCA
57
Southern Capital Advisors
Tennessee
$30.1M
Financial Engines Advisors
58
Financial Engines Advisors
California
$29.6M
MML Investors Services
59
MML Investors Services
Massachusetts
$29.5M
DWAM
60
Duncan Williams Asset Management
Tennessee
$29.2M
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