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iShares Core S&P US Value ETF

738 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, 268 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
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
OAM
326
Occidental Asset Management
California
$866K
Allianz Asset Management
327
Allianz Asset Management
Germany
$860K
ICP
328
Interchange Capital Partners
Pennsylvania
$851K
BWCS
329
Beirne Wealth Consulting Services
Connecticut
$835K
EAM
330
Empirical Asset Management
Massachusetts
$831K
IC
331
IEQ Capital
California
$827K
PSCM
332
Per Stirling Capital Management
Texas
$811K
SFA
333
Sequoia Financial Advisors
Ohio
$808K
EFL
334
ERn Financial LLC
Wisconsin
$806K
WHCFA
335
William Howard & Co Financial Advisors
Tennessee
$805K
FTA
336
Financial & Tax Architects
Missouri
$777K
BM
337
Berman McAleer
Maryland
$777K
VCA
338
Verdence Capital Advisors
Maryland
$774K
DADC
339
D.A. Davidson & Co
Montana
$770K
BTWM
340
Baker Tilly Wealth Management
Wisconsin
$764K
TCA
341
Transcend Capital Advisors
New Jersey
$764K
WT
342
Whittier Trust
California
$754K
IWB
343
Innovative Wealth Building
Maryland
$746K
FAI
344
Fiduciary Advisors Inc
Missouri
$745K
HPM
345
Hoxton Planning & Management
West Virginia
$721K
KWM
346
Kingsview Wealth Management
Oregon
$718K
RIS
347
Richmond Investment Services
Wisconsin
$709K
CFS
348
Coordinated Financial Services
Colorado
$695K
FCM
349
Firestone Capital Management
Florida
$694K
KWA
350
Kingswood Wealth Advisors
California
$694K