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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
BWM
76
Birchcreek Wealth Management
Ohio
$20.4M
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$20.4M
IAN
78
Integrated Advisors Network
Texas
$18.4M
RWPA
79
Richard W. Paul & Associates
Michigan
$17.9M
HPA
80
High Probability Advisors
New York
$17.6M
AI
81
Atria Investments
North Carolina
$17.4M
KAS
82
Kestra Advisory Services
Texas
$17.3M
CF
83
Centaurus Financial
California
$17.1M
FPGK
84
Financial Partners Group (Kansas)
Kansas
$16.9M
CGA
85
Crescent Grove Advisors
Illinois
$16.7M
Stifel Financial
86
Stifel Financial
Missouri
$16.7M
CIA
87
Concurrent Investment Advisors
Florida
$16M
PBF
88
Petix & Botte Financial
California
$15.6M
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$15.4M
MWA
90
MFA Wealth Advisors
Pennsylvania
$15.3M
SC
91
Savant Capital
Illinois
$15.2M
GSIS
92
Global Strategic Investment Solutions
Arizona
$14.9M
Truist Financial
93
Truist Financial
North Carolina
$14.5M
FFG
94
Fortress Financial Group
Minnesota
$14.5M
CPSC
95
Carl P. Sherr & Co
Massachusetts
$14.4M
CFG
96
Cosner Financial Group
Colorado
$14.3M
Creative Planning
97
Creative Planning
Kansas
$13.6M
UCFA
98
United Capital Financial Advisors
Texas
$13.4M
GAM
99
Gotham Asset Management
New York
$13.2M
DIA
100
Dean Investment Associates
Ohio
$12.9M