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iShares Core S&P US Value ETF

741 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 66 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
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
PIA
301
Perennial Investment Advisors
California
$1.07M
EWM
302
Evermay Wealth Management
Virginia
$1.07M
S
303
Sachetta
Massachusetts
$1.05M
LSA
304
Lansing Street Advisors
Pennsylvania
$1.02M
PFA
305
Pure Financial Advisors
California
$1.01M
SWA
306
Stratos Wealth Advisors
Ohio
$1.01M
JWA
307
JFS Wealth Advisors
Pennsylvania
$1.01M
MMPW
308
Mitchell McLeod Pugh & Williams
Alabama
$1.01M
AWM
309
Aprio Wealth Management
Georgia
$997K
OCPWS
310
One Charles Private Wealth Services
Massachusetts
$973K
RWRC
311
R.W. Roge & Company
New York
$972K
WIA
312
World Investment Advisors
California
$959K
CCM
313
Coldstream Capital Management
Washington
$953K
NWM
314
Northwest Wealth Management
Iowa
$949K
EWM
315
Empirical Wealth Management
Washington
$947K
CB
316
Commerce Bank
Missouri
$946K
GIA
317
Gladstone Institutional Advisory
Florida
$941K
QCM
318
Quantinno Capital Management
New York
$926K
PG
319
Patten Group
Tennessee
$923K
MGIA
320
Moneta Group Investment Advisors
Missouri
$921K
CL
321
Choreo LLC
Illinois
$917K
TWA
322
Talisman Wealth Advisors
New Jersey
$913K
MA
323
MONECO Advisors
Connecticut
$902K
SIM
324
Synergy Investment Management
Florida
$893K
WFA
325
WMG Financial Advisors
Tennessee
$892K