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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
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$3.13M
SWC
202
Spectrum Wealth Counsel
Indiana
$3.09M
WPWM
203
Windward Private Wealth Management
Kansas
$3.09M
DP
204
Denver PWM
Colorado
$3.08M
FM
205
Family Management
New York
$3.08M
LRIA
206
Leonard Rickey Investment Advisors
Washington
$3.07M
GAM
207
Gotham Asset Management
New York
$3.04M
OC
208
Oppenheimer & Co
New York
$2.98M
CWMK
209
Caliber Wealth Management (Kansas)
Kansas
$2.84M
Cerity Partners
210
Cerity Partners
New York
$2.78M
EIC
211
Equity Investment Corp
Georgia
$2.77M
FPAS
212
Focus Partners Advisor Solutions
Missouri
$2.72M
HNB
213
Huntington National Bank
Ohio
$2.69M
1CP
214
17 Capital Partners
Arizona
$2.68M
GPA
215
Guidance Point Advisors
Massachusetts
$2.64M
Citigroup
216
Citigroup
New York
$2.45M
ES
217
Eagle Strategies
New York
$2.45M
NWWA
218
New Wave Wealth Advisors
Arkansas
$2.39M
GPI
219
General Partner Inc
Pennsylvania
$2.37M
WAOI
220
Wealth Advisors of Iowa
Iowa
$2.36M
CWM
221
Centricity Wealth Management
Ohio
$2.34M
GVAG
222
Great Valley Advisor Group
Delaware
$2.31M
ZIC
223
ZWJ Investment Counsel
Georgia
$2.3M
M
224
MATAURO
New York
$2.29M
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$2.28M