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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
RW
351
Regimen Wealth
Georgia
$670K
WC
352
Waterloo Capital
Texas
$665K
JWCA
353
J.W. Cole Advisors
Florida
$663K
TPI
354
Trust Point Inc
Wisconsin
$660K
CFGA
355
Cambridge Financial Group (Arizona)
Arizona
$659K
BWMG
356
Barnes Wealth Management Group
California
$655K
SCM
357
Sterling Capital Management
North Carolina
$643K
BIG
358
Brooklyn Investment Group
New York
$641K
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$634K
MWM
360
Mission Wealth Management
California
$630K
CFP
361
Cascade Financial Partners
California
$623K
XF
362
XML Financial
Maryland
$615K
SW
363
Simplicity Wealth
New Jersey
$613K
EFS
364
Essex Financial Services
Connecticut
$613K
MCM
365
MAI Capital Management
Ohio
$612K
FTS
366
Fifth Third Securities
Ohio
$605K
BFWM
367
Bright Futures Wealth Management
New York
$598K
JPWM
368
Jamison Private Wealth Management
Georgia
$597K
RBC
369
Roble Belko & Company
Pennsylvania
$591K
AAS
370
Annex Advisory Services
Wisconsin
$586K
ESB
371
Essex Savings Bank
Connecticut
$582K
DFG
372
Dynamic Financial Group
Iowa
$581K
GAB
373
German American Bancorp
Indiana
$579K
NRI
374
NFP Retirement Inc
California
$570K
Brown Advisory
375
Brown Advisory
Maryland
$570K