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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
FA
401
Fortis Advisors
Pennsylvania
$502K
PAS
402
Park Avenue Securities
New York
$496K
TF
403
Tompkins Financial
New York
$488K
SM
404
Sweeney & Michel
California
$482K
WTC
405
WhitTier Trust Company
Nevada
$479K
VFG
406
Victory Financial Group
Texas
$477K
AT
407
American Trust
Kentucky
$476K
PA
408
Parallel Advisors
California
$476K
MWM
409
Meridian Wealth Management
Kentucky
$475K
BFS
410
Bradley Foster & Sargent
Connecticut
$473K
SFC
411
SYM Financial Corp
Indiana
$469K
IAG
412
Investment Advisory Group
Massachusetts
$469K
SWM
413
SeaCrest Wealth Management
New York
$468K
PRP
414
Peak Retirement Planning
Ohio
$467K
BH
415
Burk Holdings
Oklahoma
$462K
EWA
416
Exencial Wealth Advisors
Oklahoma
$461K
KHC
417
Koesten Hirschmann & Crabtree
Kansas
$459K
Lido Advisors
418
Lido Advisors
California
$457K
AP
419
Americana Partners
Texas
$457K
CCM
420
Cutler Capital Management
Massachusetts
$455K
CL
421
CIM LLC
New York
$451K
CIA
422
Choate Investment Advisors
Massachusetts
$450K
AEPWM
423
Atlantic Edge Private Wealth Management
Florida
$450K
NG
424
Norden Group
Utah
$442K
TPWA
425
TRUE Private Wealth Advisors
Oregon
$437K