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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
BWCS
326
Beirne Wealth Consulting Services
Connecticut
$835K
EAM
327
Empirical Asset Management
Massachusetts
$831K
IC
328
IEQ Capital
California
$827K
PSCM
329
Per Stirling Capital Management
Texas
$811K
SFA
330
Sequoia Financial Advisors
Ohio
$808K
EFL
331
ERn Financial LLC
Wisconsin
$806K
WHCFA
332
William Howard & Co Financial Advisors
Tennessee
$805K
FTA
333
Financial & Tax Architects
Missouri
$777K
BM
334
Berman McAleer
Maryland
$777K
VCA
335
Verdence Capital Advisors
Maryland
$774K
DADC
336
D.A. Davidson & Co
Montana
$770K
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$764K
TCA
338
Transcend Capital Advisors
New Jersey
$764K
WT
339
Whittier Trust
California
$754K
IWB
340
Innovative Wealth Building
Maryland
$746K
FAI
341
Fiduciary Advisors Inc
Missouri
$745K
HPM
342
Hoxton Planning & Management
West Virginia
$721K
KWM
343
Kingsview Wealth Management
Oregon
$718K
RIS
344
Richmond Investment Services
Wisconsin
$709K
CFS
345
Coordinated Financial Services
Colorado
$695K
FCM
346
Firestone Capital Management
Florida
$694K
KWA
347
Kingswood Wealth Advisors
California
$694K
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$687K
DJSG
349
D.J. St. Germain
Massachusetts
$680K
HWM
350
HB Wealth Management
Georgia
$670K