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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
Truist Financial
101
Truist Financial
North Carolina
$11.4M
SWP
102
Stratos Wealth Partners
Ohio
$11.4M
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.2M
TIM
104
Tortoise Investment Management
New York
$11.1M
AWS
105
Atria Wealth Solutions
New York
$11.1M
EWA
106
ERTS Wealth Advisors
Michigan
$11.1M
Legacy Financial Group (Iowa)
107
Legacy Financial Group (Iowa)
Iowa
$11.1M
CAC
108
Certified Advisory Corp
Florida
$11M
UCFA
109
United Capital Financial Advisors
Texas
$10.7M
GFA
110
Gallagher Fiduciary Advisors
Illinois
$10.6M
EFH
111
Eaton Financial Holdings
Florida
$10.5M
KAS
112
Kestra Advisory Services
Texas
$10.3M
LFS
113
Lutz Financial Services
Nebraska
$10.3M
Charles Schwab
114
Charles Schwab
California
$9.96M
IWC
115
Integrated Wealth Concepts
Massachusetts
$9.9M
SC
116
Savant Capital
Illinois
$9.82M
QC
117
Quent Capital
New York
$9.54M
DAS
118
Dynamic Advisor Solutions
Arizona
$9.34M
RSWA
119
Robinson Smith Wealth Advisors
Maine
$9.34M
MWM
120
Modern Wealth Management
Kansas
$9.18M
SC
121
Sapient Capital
Indiana
$8.81M
MSFS
122
Main Street Financial Solutions
Pennsylvania
$8.74M
IA
123
Integrity Alliance
Iowa
$8.71M
FC
124
Financial Council
Maryland
$8.42M
EIA
125
Eldridge Investment Advisors
New Hampshire
$8.41M