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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
TF
401
Tompkins Financial
New York
$488K
SM
402
Sweeney & Michel
California
$482K
WTC
403
WhitTier Trust Company
Nevada
$479K
VFG
404
Victory Financial Group
Texas
$477K
AT
405
American Trust
Kentucky
$476K
PA
406
Parallel Advisors
California
$476K
MWM
407
Meridian Wealth Management
Kentucky
$475K
BFS
408
Bradley Foster & Sargent
Connecticut
$473K
SFC
409
SYM Financial Corp
Indiana
$469K
IAG
410
Investment Advisory Group
Massachusetts
$469K
SWM
411
SeaCrest Wealth Management
New York
$468K
PRP
412
Peak Retirement Planning
Ohio
$467K
BH
413
Burk Holdings
Oklahoma
$462K
EWA
414
Exencial Wealth Advisors
Oklahoma
$461K
KHC
415
Koesten Hirschmann & Crabtree
Kansas
$459K
Lido Advisors
416
Lido Advisors
California
$457K
AP
417
Americana Partners
Texas
$457K
CCM
418
Cutler Capital Management
Massachusetts
$455K
CL
419
CIM LLC
New York
$451K
CIA
420
Choate Investment Advisors
Massachusetts
$450K
AEPWM
421
Atlantic Edge Private Wealth Management
Florida
$450K
NG
422
Norden Group
Utah
$442K
TPWA
423
TRUE Private Wealth Advisors
Oregon
$437K
AAM
424
Augustine Asset Management
Florida
$435K
PPWP
425
Premier Path Wealth Partners
New Jersey
$434K