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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
CFS
351
Coordinated Financial Services
Colorado
$695K -$8.96K -92 -1%
FCM
352
Firestone Capital Management
Florida
$694K
KWA
353
Kingswood Wealth Advisors
California
$694K -$13.8K -142 -2%
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$687K -$33.3K -342 -5%
DJSG
355
D.J. St. Germain
Massachusetts
$680K
HWM
356
HB Wealth Management
Georgia
$670K +$348K +3,571 +114%
RW
357
Regimen Wealth
Georgia
$670K +$3.12K +32 +0.5%
WC
358
Waterloo Capital
Texas
$665K +$2.73K +28 +0.4%
JWCA
359
J.W. Cole Advisors
Florida
$663K +$45.6K +468 +8%
TPI
360
Trust Point Inc
Wisconsin
$660K
CFGA
361
Cambridge Financial Group (Arizona)
Arizona
$659K +$642K +6,590 New
BWMG
362
Barnes Wealth Management Group
California
$655K +$3.31K +34 +0.5%
SCM
363
Sterling Capital Management
North Carolina
$643K +$4.67K +48 +0.8%
BIG
364
Brooklyn Investment Group
New York
$641K +$31.5K +324 +5%
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$634K +$144K +1,479 +30%
MWM
366
Mission Wealth Management
California
$630K -$27.1K -278 -4%
CFP
367
Cascade Financial Partners
California
$623K
XF
368
XML Financial
Maryland
$615K +$42.5K +437 +8%
SW
369
Simplicity Wealth
New Jersey
$613K +$118K +1,210 +25%
EFS
370
Essex Financial Services
Connecticut
$613K -$2.24K -23 -0.4%
MCM
371
MAI Capital Management
Ohio
$612K +$31.6K +325 +6%
FTS
372
Fifth Third Securities
Ohio
$605K +$3.89K +40 +0.7%
NRI
373
NFP Retirement Inc
California
$602K
IFG
374
Independent Financial Group
California
$601K +$49K +503 +9%
BFWM
375
Bright Futures Wealth Management
New York
$598K +$582K +5,983 New