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iShares Core S&P US Value ETF

730 hedge funds and large institutions have $18.3B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 222 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
201
Caliber Wealth Management (Kansas)
Kansas
$2.9M
Cerity Partners
202
Cerity Partners
New York
$2.83M
GPA
203
Guidance Point Advisors
Massachusetts
$2.8M
MA
204
Montag & Associates
Georgia
$2.78M
ES
205
Eagle Strategies
New York
$2.71M
SWM
206
Sterling Wealth Management
Illinois
$2.68M
MMA
207
Miracle Mile Advisors
California
$2.59M
GPI
208
General Partner Inc
Pennsylvania
$2.56M
VA
209
VestGen Advisors
Illinois
$2.55M
PFS
210
Prospera Financial Services
Texas
$2.55M
ZIC
211
ZWJ Investment Counsel
Georgia
$2.54M
VFIC
212
Valley Forge Investment Consultants
Pennsylvania
$2.53M
WAOI
213
Wealth Advisors of Iowa
Iowa
$2.5M
GIM
214
Glenmede Investment Management
Pennsylvania
$2.5M
FIA
215
Foundations Investment Advisors
Arizona
$2.46M
LPP
216
Life Planning Partners
Florida
$2.45M
GWM
217
Geneos Wealth Management
Colorado
$2.44M
AQR Capital Management
218
AQR Capital Management
Connecticut
$2.43M
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$2.42M
FFA
220
Farther Finance Advisors
California
$2.42M
PTC
221
Private Trust Company
Ohio
$2.42M
DA
222
Drake & Associates
Wisconsin
$2.41M
SPIA
223
Steward Partners Investment Advisory
New York
$2.4M
RIA
224
Regal Investment Advisors
Michigan
$2.39M
M
225
MATAURO
New York
$2.39M