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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$277K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
76
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M
TPCW
77
TD Private Client Wealth
New York
$16M
SWA
78
Strategies Wealth Advisors
Michigan
$15.7M
RWPA
79
Richard W. Paul & Associates
Michigan
$14.9M
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$14.8M
CF
81
Centaurus Financial
California
$14.8M
CGA
82
Crescent Grove Advisors
Illinois
$14.7M
FPGK
83
Financial Partners Group (Kansas)
Kansas
$14M
Creative Planning
84
Creative Planning
Kansas
$13.9M
HPA
85
High Probability Advisors
New York
$13.7M
Financial Engines Advisors
86
Financial Engines Advisors
California
$13.7M
GSIS
87
Global Strategic Investment Solutions
Arizona
$13.6M
LSIA
88
LaSalle St. Investment Advisors
Illinois
$13.4M
BWM
89
Birchcreek Wealth Management
Ohio
$13.3M
CFG
90
Cosner Financial Group
Colorado
$13.3M
Stifel Financial
91
Stifel Financial
Missouri
$13.2M
FAIM
92
Financial Advocates Investment Management
Washington
$13.2M
MWA
93
MFA Wealth Advisors
Pennsylvania
$13.2M
FFG
94
Fortress Financial Group
Minnesota
$13M
AAS
95
Ameritas Advisory Services
Nebraska
$12.7M
CPSC
96
Carl P. Sherr & Co
Massachusetts
$12.3M
PSCM
97
Per Stirling Capital Management
Texas
$12.2M
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$12.2M
CIA
99
Concurrent Investment Advisors
Florida
$11.5M
SPC
100
Sigma Planning Corp
Michigan
$11.4M