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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
AT
401
American Trust
Kentucky
$476K
PA
402
Parallel Advisors
California
$476K
MWM
403
Meridian Wealth Management
Kentucky
$475K
BFS
404
Bradley Foster & Sargent
Connecticut
$473K
SFC
405
SYM Financial Corp
Indiana
$469K
IAG
406
Investment Advisory Group
Massachusetts
$469K
SWM
407
SeaCrest Wealth Management
New York
$468K
PRP
408
Peak Retirement Planning
Ohio
$467K
BH
409
Burk Holdings
Oklahoma
$462K
EWA
410
Exencial Wealth Advisors
Oklahoma
$461K
KHC
411
Koesten Hirschmann & Crabtree
Kansas
$459K
Lido Advisors
412
Lido Advisors
California
$457K
AP
413
Americana Partners
Texas
$457K
CCM
414
Cutler Capital Management
Massachusetts
$455K
CL
415
CIM LLC
New York
$451K
CIA
416
Choate Investment Advisors
Massachusetts
$450K
AEPWM
417
Atlantic Edge Private Wealth Management
Florida
$450K
NG
418
Norden Group
Utah
$442K
TPWA
419
TRUE Private Wealth Advisors
Oregon
$437K
AAM
420
Augustine Asset Management
Florida
$435K
PPWP
421
Premier Path Wealth Partners
New Jersey
$434K
IAS
422
Insigneo Advisory Services
Florida
$429K
B
423
Bellecapital
Switzerland
$429K
FFP
424
FourThought Financial Partners
Florida
$427K
AWM
425
AE Wealth Management
Kansas
$426K