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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
KFI
551
Key Financial Inc
Pennsylvania
$235K
SWRP
552
Summit Wealth & Retirement Planning
California
$234K
OA
553
Operose Advisors
Wisconsin
$229K
TC
554
Trilogy Capital
California
$228K
DC
555
Davenport & Co
Virginia
$227K
SAI
556
Savvy Advisors Inc
New York
$227K
AWM
557
Accel Wealth Management
Iowa
$225K
VWA
558
Visionary Wealth Advisors
Illinois
$222K
UWPG
559
Ullmann Wealth Partners Group
Florida
$222K
CWM
560
Collaborative Wealth Management
Florida
$221K
SRCM
561
Signature Resources Capital Management
California
$221K
PFA
562
Pinnacle Family Advisors
Missouri
$218K
NEPWA
563
New England Private Wealth Advisors
Massachusetts
$217K
AWM
564
Angeles Wealth Management
California
$215K
WG
565
Watchman Group
Texas
$214K
VP
566
Verum Partners
North Carolina
$213K
CW
567
CreativeOne Wealth
Kansas
$213K
FDW
568
Fourth Dimension Wealth
Ohio
$211K
OBWG
569
Onyx Bridge Wealth Group
New York
$211K
GC
570
Gibson Capital
Pennsylvania
$210K
TIM
571
Total Investment Management
Arizona
$210K
FG
572
Fiduciary Group
Georgia
$210K
AW
573
Alteri Wealth
California
$207K
LRWA
574
Long Run Wealth Advisors
New York
$207K
CA
575
CoreCap Advisors
Michigan
$207K