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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
PIA
301
Perennial Investment Advisors
California
$1.07M +$64.2K +660 +7%
EWM
302
Evermay Wealth Management
Virginia
$1.07M -$97.4K -1,001 -9%
S
303
Sachetta
Massachusetts
$1.05M -$13.5K -139 -1%
VCP
304
Verus Capital Partners
Arizona
$1.05M +$34.4K +353 +3%
LSA
305
Lansing Street Advisors
Pennsylvania
$1.02M +$3.12K +32 +0.3%
PFA
306
Pure Financial Advisors
California
$1.01M +$92.1K +946 +10%
SWA
307
Stratos Wealth Advisors
Ohio
$1.01M +$195 +2 +0%
JWA
308
JFS Wealth Advisors
Pennsylvania
$1.01M -$133K -1,371 -12%
MMPW
309
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$1.07K +11 +0.1%
AWM
310
Aprio Wealth Management
Georgia
$997K -$73K -750 -7%
OCPWS
311
One Charles Private Wealth Services
Massachusetts
$973K -$16K -164 -2%
RWRC
312
R.W. Roge & Company
New York
$972K -$1.56K -16 -0.2%
WIA
313
World Investment Advisors
California
$959K +$2.14K +22 +0.2%
CCM
314
Coldstream Capital Management
Washington
$953K
NWM
315
Northwest Wealth Management
Iowa
$949K -$15.5K -159 -2%
EWM
316
Empirical Wealth Management
Washington
$947K +$365K +3,754 +66%
CB
317
Commerce Bank
Missouri
$946K
GIA
318
Gladstone Institutional Advisory
Florida
$941K +$16.3K +167 +2%
QCM
319
Quantinno Capital Management
New York
$926K -$118K -1,209 -12%
PG
320
Patten Group
Tennessee
$923K -$58.4K -600 -6%
MGIA
321
Moneta Group Investment Advisors
Missouri
$921K +$11.3K +116 +1%
CL
322
Choreo LLC
Illinois
$917K -$541K -5,553 -38%
TWA
323
Talisman Wealth Advisors
New Jersey
$913K +$20.2K +208 +2%
MA
324
MONECO Advisors
Connecticut
$902K +$195K +1,999 +28%
SIM
325
Synergy Investment Management
Florida
$893K -$846K -8,687 -49%