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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
NEPWA
576
New England Private Wealth Advisors
Massachusetts
$217K +$1.07K +11 +0.5%
AWM
577
Angeles Wealth Management
California
$215K
WG
578
Watchman Group
Texas
$214K -$44.4K -456 -18%
VP
579
Verum Partners
North Carolina
$213K
CW
580
CreativeOne Wealth
Kansas
$213K -$11.8K -121 -5%
FDW
581
Fourth Dimension Wealth
Ohio
$211K -$1.75K -18 -0.8%
OBWG
582
Onyx Bridge Wealth Group
New York
$211K -$2.04K -21 -1%
GC
583
Gibson Capital
Pennsylvania
$210K +$205K +2,106 New
TIM
584
Total Investment Management
Arizona
$210K
FG
585
Fiduciary Group
Georgia
$210K +$204K +2,100 New
AW
586
Alteri Wealth
California
$207K -$48.7K -500 -19%
LRWA
587
Long Run Wealth Advisors
New York
$207K +$202K +2,073 New
CA
588
CoreCap Advisors
Michigan
$207K +$69.7K +716 +53%
OA
589
Oxbow Advisors
Texas
$206K +$201K +2,061 New
PSA
590
Plum Street Advisors
Louisiana
$206K +$200K +2,059 New
AWM
591
Apollon Wealth Management
South Carolina
$204K +$199K +2,041 New
VAF
592
Values Added Financial
District of Columbia
$203K +$198K +2,031 New
PCP
593
Proficio Capital Partners
Massachusetts
$202K +$197K +2,022 New
IAIM
594
International Assets Investment Management
Florida
$201K +$205K +2,104 New
CWM
595
Calamos Wealth Management
Illinois
$201K +$196K +2,013 New
MA
596
MCF Advisors
Kentucky
$201K
FWP
597
Firethorn Wealth Partners
Georgia
$201K +$195K +2,006 New
FFC
598
First Financial Corp
Indiana
$176K
FP
599
Financial Perspectives
Minnesota
$175K +$876 +9 +0.5%
WP
600
WealthShield Partners
North Carolina
$175K