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iShares Core S&P US Value ETF

747 hedge funds and large institutions have $18.4B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 229

9% more capital invested

Capital invested by funds: $17B → $18.4B (+$1.47B)

3% more funds holding

Funds holding: 727747 (+20)

0.69% more ownership

Funds ownership: 81.25%81.94% (+0.69%)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

Holders
747
Holders Change
+20
Holders Change %
+2.75%
% of All Funds
9.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.6%
New
67
Increased
273
Reduced
229
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$2.4M -$3.41K -35 -0.1%
RIA
227
Regal Investment Advisors
Michigan
$2.39M +$3.8K +39 +0.2%
M
228
MATAURO
New York
$2.39M +$41.3K +424 +2%
MWS
229
MFA Wealth Services
California
$2.37M +$8.47K +87 +0.4%
VFPW
230
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.36M -$27.1K -278 -1%
MSAM
231
Moloney Securities Asset Management
Missouri
$2.36M -$52.6K -540 -2%
CAG
232
Crestwood Advisors Group
Massachusetts
$2.34M +$54.9K +564 +2%
SLA
233
Silver Lake Advisory
Utah
$2.32M +$9.44K +97 +0.4%
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$2.29M -$779 -8 -0%
CFA
235
Cahill Financial Advisors
Minnesota
$2.2M +$5.35K +55 +0.3%
Citigroup
236
Citigroup
New York
$2.19M -$719K -7,387 -25%
RWP
237
RWA Wealth Partners
Massachusetts
$2.19M -$15.2K -156 -0.7%
MCA
238
Magnolia Capital Advisors
Mississippi
$2.18M +$224K +2,301 +12%
WANY
239
Wealthspire Advisors (New York)
New York
$2.16M -$6.81K -70 -0.3%
PA
240
PFG Advisors
Arizona
$2.16M +$2.1M +21,569 New
XPN
241
XY Planning Network
Montana
$2.13M
CG
242
Caprock Group
Idaho
$2.12M +$2.09M +21,460 New
LFS
243
Legacy Financial Strategies
Kansas
$2.07M
DIA
244
Dean Investment Associates
Ohio
$1.98M +$496K +5,100 +35%
FHC
245
First Heartland Consultants
Missouri
$1.97M
BlackRock
246
BlackRock
New York
$1.95M -$82.2M -844,159 -98%
NW
247
NewEdge Wealth
Pennsylvania
$1.94M +$313K +3,219 +20%
TPW
248
TL Private Wealth
Texas
$1.93M -$4.09K -42 -0.2%
NFG
249
Nations Financial Group
Iowa
$1.93M -$3.21K -33 -0.2%
WWM
250
Western Wealth Management
Colorado
$1.86M -$110K -1,131 -6%