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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
KFGG
601
Keystone Financial Group (Georgia)
Georgia
$173K +$779 +8 +0.5%
SIS
602
Sound Income Strategies
Florida
$171K -$132K -1,355 -44%
TIAAOA
603
Teachers Insurance & Annuity Association of America
New York
$170K
CW
604
Curio Wealth
Maryland
$167K +$163K +1,674 New
ACA
605
Aptus Capital Advisors
Alabama
$166K -$8.37K -86 -5%
TCOV
606
Trust Company of Vermont
Vermont
$153K +$82K +842 +122%
Russell Investments Group
607
Russell Investments Group
United Kingdom
$151K -$3.22M -33,071 -96%
AW
608
Avion Wealth
Texas
$149K
CA
609
Clearstead Advisors
Ohio
$149K
LFG
610
Larson Financial Group
Missouri
$149K +$2.14K +22 +1%
Bank Julius Baer & Co
611
Bank Julius Baer & Co
Switzerland
$138K +$14.9K +153 +12%
TCM
612
TD Capital Management
Tennessee
$132K
HI
613
Harbour Investments
Wisconsin
$131K +$3.41K +35 +3%
VWM
614
Vermillion Wealth Management
Minnesota
$129K
CIAS
615
CBIZ Investment Advisory Services
Ohio
$123K
PAM
616
Palisade Asset Management
Minnesota
$122K +$119K +1,222 New
IWP
617
IAG Wealth Partners
Wisconsin
$117K
BBHC
618
Brown Brothers Harriman & Co
New York
$117K
AIM
619
Anchor Investment Management
South Carolina
$115K -$3.99K -41 -3%
IWM
620
IMG Wealth Management
Florida
$114K
MHR
621
Matthew Hamilton Rosenberg
$112K -$1.66K -17 -1%
CIAS
622
Capital Investment Advisory Services
North Carolina
$108K
SC
623
Stephens Consulting
Michigan
$108K
EWA
624
EverSource Wealth Advisors
Alabama
$96.7K
PPC
625
Park Place Capital
Alabama
$95.9K +$389 +4 +0.4%