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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
BCM
401
Becker Capital Management
Oregon
$509K -$16.3K -167 -3%
MWM
402
Mascoma Wealth Management
New Hampshire
$504K
FA
403
Fortis Advisors
Pennsylvania
$502K +$2.34K +24 +0.5%
PAS
404
Park Avenue Securities
New York
$496K +$3.6K +37 +0.7%
TF
405
Tompkins Financial
New York
$488K
SM
406
Sweeney & Michel
California
$482K +$2.24K +23 +0.5%
WTC
407
WhitTier Trust Company
Nevada
$479K -$876 -9 -0.2%
VFG
408
Victory Financial Group
Texas
$477K -$146K -1,498 -24%
AT
409
American Trust
Kentucky
$476K +$114K +1,169 +32%
PA
410
Parallel Advisors
California
$476K +$11.7K +120 +3%
MWM
411
Meridian Wealth Management
Kentucky
$475K +$20.5K +211 +5%
BFS
412
Bradley Foster & Sargent
Connecticut
$473K
SFC
413
SYM Financial Corp
Indiana
$469K
IAG
414
Investment Advisory Group
Massachusetts
$469K
SWM
415
SeaCrest Wealth Management
New York
$468K -$195K -2,000 -30%
PRP
416
Peak Retirement Planning
Ohio
$467K +$82.4K +846 +22%
BH
417
Burk Holdings
Oklahoma
$462K
EWA
418
Exencial Wealth Advisors
Oklahoma
$461K
KHC
419
Koesten Hirschmann & Crabtree
Kansas
$459K
Lido Advisors
420
Lido Advisors
California
$457K -$564K -5,796 -56%
AP
421
Americana Partners
Texas
$457K
CCM
422
Cutler Capital Management
Massachusetts
$455K -$1.66K -17 -0.4%
CL
423
CIM LLC
New York
$451K +$2.34K +24 +0.5%
CIA
424
Choate Investment Advisors
Massachusetts
$450K
AEPWM
425
Atlantic Edge Private Wealth Management
Florida
$450K +$438K +4,500 New