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iShares Core S&P US Value ETF

730 hedge funds and large institutions have $18.3B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 222 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
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
SHFA
501
SC&H Financial Advisors
Maryland
$308K
Envestnet Portfolio Solutions
502
Envestnet Portfolio Solutions
Illinois
$307K
ADL
503
Asset Dedication LLC
California
$303K
LWM
504
LongView Wealth Management
Georgia
$300K
CIA
505
Compass Ion Advisors
Pennsylvania
$296K
STA
506
Summit Trail Advisors
New York
$292K
PCM
507
Parsons Capital Management
Rhode Island
$291K
BO
508
Bank OZK
Arkansas
$291K
AF
509
Atala Financial
California
$289K
AssetMark Inc
510
AssetMark Inc
California
$289K
RF
511
Roxbury Financial
New Jersey
$289K
VPIM
512
Vanguard Personalized Indexing Management
California
$288K
SWP
513
Sagespring Wealth Partners
Tennessee
$286K
OWA
514
Octavia Wealth Advisors
Ohio
$285K
HFO
515
Heritage Family Offices
Arizona
$283K
EWM
516
Elevatus Welath Management
New York
$282K
HH
517
Hilltop Holdings
Texas
$280K
WCAMG
518
Woodard & Company Asset Management Group
North Carolina
$280K
JWBC
519
John W. Brooker & Co
California
$275K
DWP
520
Daymark Wealth Partners
Ohio
$274K
WCG
521
Weaver Consulting Group
California
$272K
HSG
522
Helen Stephens Group
Texas
$272K
JF
523
Joule Financial
Kentucky
$270K
SA
524
Sovran Advisors
California
$269K
Thrivent Financial for Lutherans
525
Thrivent Financial for Lutherans
Minnesota
$268K