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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
WFA
326
WMG Financial Advisors
Tennessee
$892K -$91.9K -944 -10%
D
327
Dentgroup
Louisiana
$873K +$239K +2,460 +39%
OAM
328
Occidental Asset Management
California
$866K +$2.24K +23 +0.3%
Allianz Asset Management
329
Allianz Asset Management
Germany
$860K -$769K -7,900 -48%
ICP
330
Interchange Capital Partners
Pennsylvania
$851K +$3.5K +36 +0.4%
BWCS
331
Beirne Wealth Consulting Services
Connecticut
$835K -$19.8K -203 -2%
EAM
332
Empirical Asset Management
Massachusetts
$831K
IC
333
IEQ Capital
California
$827K -$670K -6,878 -45%
PSCM
334
Per Stirling Capital Management
Texas
$811K -$12.2M -125,355 -94%
SFA
335
Sequoia Financial Advisors
Ohio
$808K +$89.8K +922 +13%
EFL
336
ERn Financial LLC
Wisconsin
$806K +$23.2K +238 +3%
WHCFA
337
William Howard & Co Financial Advisors
Tennessee
$805K
FTA
338
Financial & Tax Architects
Missouri
$777K +$757K +7,774 New
BM
339
Berman McAleer
Maryland
$777K +$756K +7,769 New
VCA
340
Verdence Capital Advisors
Maryland
$774K +$2.43K +25 +0.3%
DADC
341
D.A. Davidson & Co
Montana
$770K +$2.92K +30 +0.4%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$764K +$744K +7,648 New
TCA
343
Transcend Capital Advisors
New Jersey
$764K +$52.8K +542 +8%
WT
344
Whittier Trust
California
$754K
IWB
345
Innovative Wealth Building
Maryland
$746K +$3.99K +41 +0.6%
FAI
346
Fiduciary Advisors Inc
Missouri
$745K +$1.75K +18 +0.2%
HPM
347
Hoxton Planning & Management
West Virginia
$721K -$801K -8,230 -53%
KWM
348
Kingsview Wealth Management
Oregon
$718K +$134K +1,380 +24%
RIS
349
Richmond Investment Services
Wisconsin
$709K +$142K +1,457 +26%
DCM
350
DGS Capital Management
New Jersey
$696K +$185K +1,902 +38%