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iShares Core S&P US Value ETF

741 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, 271 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
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
FCM
351
Firestone Capital Management
Florida
$694K
KWA
352
Kingswood Wealth Advisors
California
$694K
TIAA Trust, National Association
353
TIAA Trust, National Association
North Carolina
$687K
DJSG
354
D.J. St. Germain
Massachusetts
$680K
HWM
355
HB Wealth Management
Georgia
$670K
RW
356
Regimen Wealth
Georgia
$670K
WC
357
Waterloo Capital
Texas
$665K
JWCA
358
J.W. Cole Advisors
Florida
$663K
TPI
359
Trust Point Inc
Wisconsin
$660K
CFGA
360
Cambridge Financial Group (Arizona)
Arizona
$659K
BWMG
361
Barnes Wealth Management Group
California
$655K
SCM
362
Sterling Capital Management
North Carolina
$643K
BIG
363
Brooklyn Investment Group
New York
$641K
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$634K
MWM
365
Mission Wealth Management
California
$630K
CFP
366
Cascade Financial Partners
California
$623K
XF
367
XML Financial
Maryland
$615K
SW
368
Simplicity Wealth
New Jersey
$613K
EFS
369
Essex Financial Services
Connecticut
$613K
MCM
370
MAI Capital Management
Ohio
$612K
FTS
371
Fifth Third Securities
Ohio
$605K
NRI
372
NFP Retirement Inc
California
$602K
BFWM
373
Bright Futures Wealth Management
New York
$598K
JPWM
374
Jamison Private Wealth Management
Georgia
$597K
RBC
375
Roble Belko & Company
Pennsylvania
$591K