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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
EWM
676
Evolution Wealth Management
Florida
$26.4K
BIA
677
Bell Investment Advisors
California
$25.8K
CB
678
CNB Bank
Pennsylvania
$25K
SAM
679
Sherman Asset Management
California
$24K
CSC
680
Caldwell Sutter Capital
California
$21.4K -$6.81K -70 -25%
GI
681
GAMMA Investing
California
$21.2K
RCM
682
Richardson Capital Management
Wisconsin
$20.8K +$20.2K +208 New
CBT
683
Crews Bank & Trust
Florida
$18K
VCM
684
Viewpoint Capital Management
Washington
$18K
PC
685
Promus Capital
Illinois
$17.7K
VWA
686
VSM Wealth Advisory
Maryland
$17.4K
TAM
687
Tucker Asset Management
Colorado
$17.2K
NFSG
688
Newbridge Financial Services Group
Florida
$16.3K
BL
689
Balentine LLC
Georgia
$16.3K +$15.9K +163 New
SN
690
Sittner & Nelson
Oregon
$15.8K
CAL
691
Capital Advisors Ltd
Ohio
$15K
RIL
692
Rothschild Investment LLC
Illinois
$15K
BLC
693
Brown, Lisle/Cummings
Rhode Island
$15K +$2.92K +30 +25%
JWM
694
JPL Wealth Management
Colorado
$14.8K +$14.4K +148 New
CPG
695
Cornerstone Planning Group
New Jersey
$14.5K +$14K +144 New
AIC
696
Archer Investment Corporation
Indiana
$14.1K -$4.38K -45 -24%
NCM
697
Northwest Capital Management
Oregon
$13.6K -$29.9K -307 -69%
TWM
698
Topsail Wealth Management
North Carolina
$13.4K +$13K +134 New
RMP
699
Richards, Merrill & Peterson
Washington
$13.2K
CFG
700
Chapman Financial Group
Hawaii
$13K