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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
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$687K
DJSG
352
D.J. St. Germain
Massachusetts
$680K
HWM
353
HB Wealth Management
Georgia
$670K
RW
354
Regimen Wealth
Georgia
$670K
WC
355
Waterloo Capital
Texas
$665K
JWCA
356
J.W. Cole Advisors
Florida
$663K
TPI
357
Trust Point Inc
Wisconsin
$660K
CFGA
358
Cambridge Financial Group (Arizona)
Arizona
$659K
BWMG
359
Barnes Wealth Management Group
California
$655K
SCM
360
Sterling Capital Management
North Carolina
$643K
BIG
361
Brooklyn Investment Group
New York
$641K
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$634K
MWM
363
Mission Wealth Management
California
$630K
CFP
364
Cascade Financial Partners
California
$623K
XF
365
XML Financial
Maryland
$615K
SW
366
Simplicity Wealth
New Jersey
$613K
EFS
367
Essex Financial Services
Connecticut
$613K
MCM
368
MAI Capital Management
Ohio
$612K
FTS
369
Fifth Third Securities
Ohio
$605K
BFWM
370
Bright Futures Wealth Management
New York
$598K
JPWM
371
Jamison Private Wealth Management
Georgia
$597K
RBC
372
Roble Belko & Company
Pennsylvania
$591K
AAS
373
Annex Advisory Services
Wisconsin
$586K
ESB
374
Essex Savings Bank
Connecticut
$582K
DFG
375
Dynamic Financial Group
Iowa
$581K