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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
BRWA
476
B. Riley Wealth Advisors
Florida
$357K -$255K -2,618 -42%
FRA
477
Front Row Advisors
California
$356K
CAM
478
Cozad Asset Management
Illinois
$355K
JIC
479
Joel Isaacson & Co
New York
$355K
RP
480
Riverwater Partners
Wisconsin
$355K +$345K +3,549 New
WP
481
Wealthspan Partners
Iowa
$354K -$18.7K -192 -5%
LIM
482
Leavell Investment Management
Alabama
$352K -$9.73K -100 -3%
T
483
Tableaux
Massachusetts
$351K +$342K +3,510 New
RA
484
RFG Advisory
Alabama
$349K -$16K -164 -4%
Vanguard Group
485
Vanguard Group
Pennsylvania
$348K +$3.12K +32 +0.9%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$348K +$584 +6 +0.2%
AWAP
487
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$347K +$292 +3 +0.1%
GWAG
488
Garrett Wealth Advisory Group
Texas
$343K +$973 +10 +0.3%
IF
489
Intrua Financial
Texas
$340K +$331K +3,397 New
CIC
490
Carnegie Investment Counsel
Ohio
$337K
NCFG
491
New Century Financial Group
New Jersey
$336K +$31.4K +323 +11%
ML
492
McAdam LLC
Pennsylvania
$336K +$118K +1,208 +56%
Legacy Financial Group (Iowa)
493
Legacy Financial Group (Iowa)
Iowa
$333K -$13.8M -141,265 -98%
DWA
494
Delap Wealth Advisory
Oregon
$333K +$323K +3,320 New
BCA
495
Bay Colony Advisors
Massachusetts
$331K +$5.35K +55 +2%
MOS
496
MGO One Seven
Ohio
$328K -$1.75M -17,971 -85%
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$326K
CI
498
CX Institutional
Indiana
$323K -$14.5K -149 -4%
NGA
499
Naples Global Advisors
Florida
$323K
VWA
500
Valued Wealth Advisors
Utah
$323K -$22.2K -228 -7%