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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
BWA
151
Beam Wealth Advisors
Louisiana
$6.16M
AWM
152
Able Wealth Management
New Jersey
$6M
GRP
153
Global Retirement Partners
California
$5.67M
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$5.66M
DWM
155
Defined Wealth Management
Oregon
$5.51M
MA
156
Mutual Advisors
Nebraska
$5.49M
VPW
157
Variant Private Wealth
Virginia
$5.48M
1WA
158
180 Wealth Advisors
Washington
$5.38M
SCM
159
SCS Capital Management
Massachusetts
$5.37M
Comerica Bank
160
Comerica Bank
Texas
$5.29M
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.2M
HCM
162
Howland Capital Management
Massachusetts
$5.14M
SWM
163
Spire Wealth Management
Virginia
$5.08M
UWM
164
USAdvisors Wealth Management
Minnesota
$5.03M
EWM
165
Endowment Wealth Management
Wisconsin
$5.01M
SCP
166
Stevens Capital Partners
Nebraska
$5M
SS
167
Sunbelt Securities
Texas
$4.88M
WC
168
Weil Company
California
$4.86M
PWM
169
Perigon Wealth Management
California
$4.79M
BCG
170
Breakwater Capital Group
New Jersey
$4.78M
EFM
171
Eley Financial Management
Vermont
$4.75M
FWP
172
Forefront Wealth Partners
Texas
$4.64M
US Bancorp
173
US Bancorp
Minnesota
$4.54M
SWP
174
Summit Wealth Partners
Florida
$4.53M
AMG
175
Asset Management Group
Connecticut
$4.48M