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iShares Core S&P US Value ETF

721 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 257 increasing their positions, 239 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
SWP
101
Stratos Wealth Partners
Ohio
$11.8M
Truist Financial
102
Truist Financial
North Carolina
$11.7M
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.5M
CAC
104
Certified Advisory Corp
Florida
$11.4M
NA
105
NewEdge Advisors
Louisiana
$11.3M
GFA
106
Gallagher Fiduciary Advisors
Illinois
$11.1M
MWM
107
Modern Wealth Management
Kansas
$11.1M
SF
108
Symphony Financial
Texas
$11.1M
KAS
109
Kestra Advisory Services
Texas
$11M
EWA
110
ERTS Wealth Advisors
Michigan
$10.8M
TIM
111
Tortoise Investment Management
New York
$10.8M
UCFA
112
United Capital Financial Advisors
Texas
$10.8M
LFS
113
Lutz Financial Services
Nebraska
$10.7M
MSFS
114
Main Street Financial Solutions
Pennsylvania
$10.6M
IWC
115
Integrated Wealth Concepts
Massachusetts
$10.2M
DAS
116
Dynamic Advisor Solutions
Arizona
$9.89M
RSWA
117
Robinson Smith Wealth Advisors
Maine
$9.56M
Charles Schwab
118
Charles Schwab
California
$9.53M
QC
119
Quent Capital
New York
$9.45M
Mariner
120
Mariner
Kansas
$9.27M
IA
121
Integrity Alliance
Iowa
$9.14M
SC
122
Sapient Capital
Indiana
$9.05M
SC
123
Savant Capital
Illinois
$8.88M
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$8.68M
FC
125
Financial Council
Maryland
$8.65M