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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
GRP
151
Global Retirement Partners
California
$5.67M
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$5.66M
DWM
153
Defined Wealth Management
Oregon
$5.51M
MA
154
Mutual Advisors
Nebraska
$5.49M
VPW
155
Variant Private Wealth
Virginia
$5.48M
1WA
156
180 Wealth Advisors
Washington
$5.38M
SCM
157
SCS Capital Management
Massachusetts
$5.37M
Comerica Bank
158
Comerica Bank
Texas
$5.29M
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.2M
HCM
160
Howland Capital Management
Massachusetts
$5.14M
SWM
161
Spire Wealth Management
Virginia
$5.08M
UWM
162
USAdvisors Wealth Management
Minnesota
$5.03M
EWM
163
Endowment Wealth Management
Wisconsin
$5.01M
SCP
164
Stevens Capital Partners
Nebraska
$5M
SS
165
Sunbelt Securities
Texas
$4.88M
WC
166
Weil Company
California
$4.86M
PWM
167
Perigon Wealth Management
California
$4.79M
BCG
168
Breakwater Capital Group
New Jersey
$4.78M
EFM
169
Eley Financial Management
Vermont
$4.75M
FWP
170
Forefront Wealth Partners
Texas
$4.64M
US Bancorp
171
US Bancorp
Minnesota
$4.54M
SWP
172
Summit Wealth Partners
Florida
$4.53M
AMG
173
Asset Management Group
Connecticut
$4.48M
SF
174
Summit Financial
New Jersey
$4.44M
EPM
175
Elm Partners Management
Pennsylvania
$4.33M