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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
AC
626
AlphaCore Capital
California
$92.3K
1NWS
627
1 North Wealth Services
Maryland
$90K
FFA
628
Founders Financial Alliance
North Carolina
$89K +$76K +781 +710%
RPC
629
Rossmore Private Capital
Connecticut
$88K +$85.7K +880 New
FC
630
Financial Consulate
Maryland
$81.8K +$79.6K +818 New
PA
631
Pineridge Advisors
Missouri
$80.3K
GJIA
632
Glass Jacobson Investment Advisors
Maryland
$78K +$292 +3 +0.4%
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.3K
PFA
634
Pathway Financial Advisers
Indiana
$76.5K +$74.7K +767 New
FHC
635
First Horizon Corporation
Tennessee
$75.4K +$73.4K +754 New
NRC
636
New Republic Capital
North Carolina
$71.4K
PCFFS
637
Pacific Center for Financial Services
California
$70.9K
GSWM
638
Golden State Wealth Management
California
$68.4K -$28.2K -290 -30%
AWM
639
Abound Wealth Management
Tennessee
$65.3K +$195 +2 +0.3%
TC
640
Truvestments Capital
Florida
$65K
FF
641
Finley Financial
Nevada
$64K
KPP
642
Kings Path Partners
Texas
$62.7K -$4.67K -48 -7%
SMA
643
Sage Mountain Advisors
Georgia
$62.6K -$779 -8 -1%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$61.1K -$3.8K -39 -6%
MBFW
645
Morton Brown Family Wealth
Pennsylvania
$57.8K
SAM
646
Smartleaf Asset Management
Massachusetts
$56.9K -$24.5K -252 -31%
PMFA
647
Plante Moran Financial Advisors
Michigan
$56.6K +$30.8K +316 +126%
CT
648
Caldwell Trust
Florida
$53.9K
HWA
649
HHM Wealth Advisors
Tennessee
$52.8K -$31K -318 -38%
Franklin Resources
650
Franklin Resources
California
$52.3K