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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
PFA
301
Pure Financial Advisors
California
$1.01M
SWA
302
Stratos Wealth Advisors
Ohio
$1.01M
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.01M
MMPW
304
Mitchell McLeod Pugh & Williams
Alabama
$1.01M
AWM
305
Aprio Wealth Management
Georgia
$997K
OCPWS
306
One Charles Private Wealth Services
Massachusetts
$973K
RWRC
307
R.W. Roge & Company
New York
$972K
WIA
308
World Investment Advisors
California
$959K
CCM
309
Coldstream Capital Management
Washington
$953K
NWM
310
Northwest Wealth Management
Iowa
$949K
EWM
311
Empirical Wealth Management
Washington
$947K
CB
312
Commerce Bank
Missouri
$946K
GIA
313
Gladstone Institutional Advisory
Florida
$941K
QCM
314
Quantinno Capital Management
New York
$926K
PG
315
Patten Group
Tennessee
$923K
MGIA
316
Moneta Group Investment Advisors
Missouri
$921K
CL
317
Choreo LLC
Illinois
$917K
TWA
318
Talisman Wealth Advisors
New Jersey
$913K
MA
319
MONECO Advisors
Connecticut
$902K
SIM
320
Synergy Investment Management
Florida
$893K
WFA
321
WMG Financial Advisors
Tennessee
$892K
D
322
Dentgroup
Louisiana
$873K
OAM
323
Occidental Asset Management
California
$866K
Allianz Asset Management
324
Allianz Asset Management
Germany
$860K
ICP
325
Interchange Capital Partners
Pennsylvania
$851K