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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
OAM
551
Oak Asset Management
California
$251K +$8.57K +88 +4%
HSWM
552
Hubbell Strickland Wealth Management
Louisiana
$250K +$1.07K +11 +0.4%
NSIM
553
North Star Investment Management
Illinois
$249K +$97 +1 +0%
KW
554
KWB Wealth
California
$247K +$41.9K +430 +20%
FWM
555
Fingerlakes Wealth Management
New York
$246K +$16.8K +173 +8%
HFS
556
Hopwood Financial Services
Virginia
$241K
PWP
557
Prasad Wealth Partners
Ohio
$239K +$876 +9 +0.4%
First Trust Advisors
558
First Trust Advisors
Illinois
$239K +$8.47K +87 +4%
Fisher Asset Management
559
Fisher Asset Management
Washington
$238K +$232K +2,380 New
CAL
560
Capital Analysts LLC
Pennsylvania
$237K +$195 +2 +0.1%
FWP
561
Falcon Wealth Planning
California
$236K
MWAM
562
Manhattan West Asset Management
California
$236K -$5.26K -54 -2%
KFI
563
Key Financial Inc
Pennsylvania
$235K -$15K -154 -6%
SWRP
564
Summit Wealth & Retirement Planning
California
$234K
PPG
565
Peak Planning Group
Colorado
$230K -$39.6K -407 -15%
OA
566
Operose Advisors
Wisconsin
$229K
TC
567
Trilogy Capital
California
$228K -$44.3K -455 -17%
DC
568
Davenport & Co
Virginia
$227K +$3.99K +41 +2%
SAI
569
Savvy Advisors Inc
New York
$227K -$22K -226 -9%
AWM
570
Accel Wealth Management
Iowa
$225K
VWA
571
Visionary Wealth Advisors
Illinois
$222K +$216K +2,222 New
UWPG
572
Ullmann Wealth Partners Group
Florida
$222K +$487 +5 +0.2%
CWM
573
Collaborative Wealth Management
Florida
$221K +$216K +2,214 New
SRCM
574
Signature Resources Capital Management
California
$221K -$6.13K -63 -3%
PFA
575
Pinnacle Family Advisors
Missouri
$218K -$48.8K -501 -19%