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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
BWL
651
Bogart Wealth LLC
Virginia
$51.9K
PCTC
652
Perkins Coie Trust Company
Washington
$51.2K
MFT
653
Moisand Fitzgerald Tamayo
Florida
$50.5K
CWP
654
Concord Wealth Partners
Virginia
$50.1K +$292 +3 +0.6%
AT
655
Arlington Trust
Alabama
$50K -$48.7K -500 -50%
TFGT
656
TS Financial Group (TSFG)
Illinois
$49K
WCM
657
Winthrop Capital Management
Indiana
$49K
Qube Research & Technologies (QRT)
658
Qube Research & Technologies (QRT)
United Kingdom
$47.7K -$118K -1,210 -72%
AWA
659
American Wealth Advisors
Georgia
$47K +$45.9K +471 New
MG
660
Mather Group
Illinois
$46.3K +$45.1K +463 New
SWIM
661
Smallwood Wealth Investment Management
New Jersey
$44.5K
AA
662
Ancora Advisors
Ohio
$43.4K
BONH
663
Bank of New Hampshire
New Hampshire
$42.3K
NS
664
NBC Securities
Alabama
$40K -$19.7K -202 -34%
GWSG
665
GPS Wealth Strategies Group
Colorado
$39.2K -$1.46K -15 -4%
EWP
666
Elevation Wealth Partners
California
$38.4K
MJRIC
667
Mogy Joel R Investment Counsel
California
$37.5K
PP
668
Pacifica Partners
Canada
$34.1K -$77.6K -797 -70%
DWA
669
Dougherty Wealth Advisers
Minnesota
$33.8K
HIMS
670
Hager Investment Management Services
New Hampshire
$32.2K
MFC
671
Mechanics Financial Corp
Ohio
$31.7K -$4.87K -50 -14%
MSWA
672
Marshall & Sterling Wealth Advisors
New York
$28.4K
DIP
673
DT Investment Partners
Pennsylvania
$28.3K
ST
674
Smithfield Trust
Pennsylvania
$28K
HIA
675
Harbor Investment Advisory
Maryland
$28K