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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
9.81%
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
NG
426
Norden Group
Utah
$442K
TPWA
427
TRUE Private Wealth Advisors
Oregon
$437K +$487 +5 +0.1%
AAM
428
Augustine Asset Management
Florida
$435K -$876 -9 -0.2%
PPWP
429
Premier Path Wealth Partners
New Jersey
$434K
IAS
430
Insigneo Advisory Services
Florida
$429K -$72.1K -741 -15%
B
431
Bellecapital
Switzerland
$429K
FFP
432
FourThought Financial Partners
Florida
$427K -$59.5K -611 -13%
AWM
433
AE Wealth Management
Kansas
$426K -$64.7K -665 -13%
SHIM
434
Stone House Investment Management
Pennsylvania
$425K +$97 +1 +0%
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$423K -$9.93K -102 -2%
DE
436
Diversified Enterprises
Delaware
$422K +$83K +853 +25%
TC
437
TFR Capital
Texas
$421K
CRI
438
Colonial River Investments
Virginia
$420K +$138K +1,421 +51%
EIP
439
Ellis Investment Partners
Pennsylvania
$419K -$18.3K -188 -4%
SWM
440
SFG Wealth Management
Maryland
$414K -$17.5K -180 -4%
CA
441
Claro Advisors
Massachusetts
$411K +$876 +9 +0.2%
WB
442
WesBanco Bank
West Virginia
$411K -$76.9K -790 -16%
BW
443
BIP Wealth
Georgia
$411K -$7.69K -79 -2%
AWA
444
Arkadios Wealth Advisors
Georgia
$408K +$17.6K +181 +5%
PP
445
Patten & Patten
Tennessee
$407K
SI
446
Stephens Inc
Arkansas
$406K
CAG
447
Csenge Advisory Group
Florida
$403K -$13.6K -140 -3%
WGC
448
Watts Gwilliam & Co
Arizona
$401K
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$401K
BFC
450
Bedel Financial Consulting
Indiana
$397K