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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
HFO
526
Heritage Family Offices
Arizona
$283K
EWM
527
Elevatus Welath Management
New York
$282K +$18.4K +189 +7%
HH
528
Hilltop Holdings
Texas
$280K
WCAMG
529
Woodard & Company Asset Management Group
North Carolina
$280K -$1.36K -14 -0.5%
JWBC
530
John W. Brooker & Co
California
$275K +$268K +2,756 New
DWP
531
Daymark Wealth Partners
Ohio
$274K -$1.46K -15 -0.5%
WCG
532
Weaver Consulting Group
California
$272K +$12.2K +125 +5%
HSG
533
Helen Stephens Group
Texas
$272K +$10K +103 +4%
JF
534
Joule Financial
Kentucky
$270K +$263K +2,697 New
SA
535
Sovran Advisors
California
$269K -$12.6K -129 -5%
Thrivent Financial for Lutherans
536
Thrivent Financial for Lutherans
Minnesota
$268K -$734K -7,540 -74%
HL
537
HeadInvest LLC
Maine
$267K
ME
538
McIlrath & Eck
Washington
$267K -$170K -1,743 -40%
PA
539
Pinnacle Associates
New York
$266K -$13.1K -135 -5%
GWM
540
Greenhouse Wealth Management
Connecticut
$266K -$2.53K -26 -1%
NF
541
Nikulski Financial
Iowa
$266K -$48.7K -500 -16%
UWS
542
Unique Wealth Strategies
Illinois
$262K +$255K +2,624 New
MIAS
543
Mason Investment Advisory Services
Virginia
$262K +$97 +1 +0%
KA
544
Klingman & Associates
New York
$261K
OIA
545
Optimum Investment Advisors
Illinois
$260K
BSSFA
546
Baron Silver Stevens Financial Advisors
Florida
$257K
RFN
547
Redwood Financial Network
Ohio
$255K +$10.5K +108 +4%
NP
548
NorthRock Partners
Minnesota
$253K +$247K +2,536 New
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$253K -$46.9K -482 -16%
FF
550
Francis Financial
$252K -$21.6K -222 -8%