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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$16.8M
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$16.2M
RWPA
78
Richard W. Paul & Associates
Michigan
$15.3M
CF
79
Centaurus Financial
California
$15.2M
HPA
80
High Probability Advisors
New York
$15.2M
FPGK
81
Financial Partners Group (Kansas)
Kansas
$15.2M
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$15.2M
CGA
83
Crescent Grove Advisors
Illinois
$15.2M
TPCW
84
TD Private Client Wealth
New York
$15.1M
BWM
85
Birchcreek Wealth Management
Ohio
$14.5M
LSIA
86
LaSalle St. Investment Advisors
Illinois
$14.4M
Baird Financial Group
87
Baird Financial Group
Wisconsin
$14.4M
FAIM
88
Financial Advocates Investment Management
Washington
$14M
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$13.7M
GSIS
90
Global Strategic Investment Solutions
Arizona
$13.7M
CFG
91
Cosner Financial Group
Colorado
$13.3M
Creative Planning
92
Creative Planning
Kansas
$13.1M
MWA
93
MFA Wealth Advisors
Pennsylvania
$13.1M
CPSC
94
Carl P. Sherr & Co
Massachusetts
$12.6M
PSCM
95
Per Stirling Capital Management
Texas
$12.6M
FFG
96
Fortress Financial Group
Minnesota
$12.5M
Stifel Financial
97
Stifel Financial
Missouri
$12.4M
CIA
98
Concurrent Investment Advisors
Florida
$12.1M
SPC
99
Sigma Planning Corp
Michigan
$11.9M
IFA
100
Independence Financial Advisors
New Hampshire
$11.9M