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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
JPWM
376
Jamison Private Wealth Management
Georgia
$597K +$2.73K +28 +0.5%
RBC
377
Roble Belko & Company
Pennsylvania
$591K
AAS
378
Annex Advisory Services
Wisconsin
$586K
ESB
379
Essex Savings Bank
Connecticut
$582K +$32.1K +330 +6%
DFG
380
Dynamic Financial Group
Iowa
$581K +$12.5K +128 +2%
GAB
381
German American Bancorp
Indiana
$579K
Brown Advisory
382
Brown Advisory
Maryland
$570K -$6.23K -64 -1%
Bessemer Group
383
Bessemer Group
New Jersey
$566K +$210K +2,159 +62%
PIN
384
Prudent Investors Network
California
$557K
HGA
385
Hobbs Group Advisors
South Carolina
$550K -$11K -113 -2%
MCM
386
Mitchell Capital Management
Kansas
$550K +$536K +5,502 New
PPW
387
Presilium Private Wealth
Pennsylvania
$542K +$61K +627 +13%
VFA
388
Valeo Financial Advisors
Indiana
$541K +$202K +2,072 +62%
BFA
389
Beaumont Financial Advisors
Massachusetts
$538K
FAM
390
Forte Asset Management
New York
$529K
LSIA
391
LaSalle St. Investment Advisors
Illinois
$527K -$14.3M -147,392 -97%
Pathstone Holdings
392
Pathstone Holdings
New Jersey
$526K +$1.95K +20 +0.4%
AC
393
AWM Capital
Arizona
$523K +$2.04K +21 +0.4%
GS
394
GWN Securities
Florida
$521K +$31.2K +320 +7%
CWP
395
Cyndeo Wealth Partners
Florida
$520K +$584 +6 +0.1%
FA
396
Flagstar Advisors
New York
$519K +$6.81K +70 +1%
BCM
397
Boreal Capital Management
Florida
$514K +$97 +1 +0%
BCM
398
BTC Capital Management
Iowa
$514K
PCIA
399
Prime Capital Investment Advisors
Kansas
$512K +$6.62K +68 +1%
BBL
400
Beck Bode LLC
Massachusetts
$512K -$438K -4,498 -47%