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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
GEA
701
Glen Eagle Advisors
New Jersey
$12.9K +$4.58K +47 +57%
RFG
702
REAP Financial Group
Texas
$12.6K +$12.3K +126 New
CHC
703
City Holding Co
West Virginia
$11.8K
PCA
704
Providence Capital Advisors
North Carolina
$11.7K
NEWAS
705
N.E.W. Advisory Services
Wisconsin
$10.8K
FLFS
706
Family Legacy Financial Solutions
North Carolina
$10.7K -$13.2K -136 -56%
IBOK
707
Independence Bank of Kentucky
Kentucky
$9.99K
MTIC
708
Missouri Trust & Investment Company
Missouri
$9.99K
SL
709
Salomon & Ludwin
Virginia
$9.76K
AWM
710
AllSquare Wealth Management
New York
$9.39K
BC
711
Barrett & Company
Rhode Island
$9.29K +$2.43K +25 +37%
HAP
712
Harbor Asset Planning
Massachusetts
$8.87K +$97 +1 +1%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.8K
SC
714
SouthState Corp
Florida
$7.7K -$86.4K -888 -92%
GWS
715
Greykasell Wealth Strategies
California
$7.43K +$7.2K +74 New
NRG
716
Nemes Rush Group
Michigan
$7K
CA
717
Crewe Advisors
Utah
$6.7K -$3.5K -36 -35%
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$6.2K
OFG
719
Oxford Financial Group
Indiana
$5.5K
FMP
720
Financial Management Professionals
Texas
$5.4K
AP
721
Atwood & Palmer
Missouri
$5.3K +$5.16K +53 New
CSB
722
City State Bank
Iowa
$4.8K
FLP
723
Financial Life Planners
Arizona
$4.5K +$4.38K +45 New
RF
724
Rossby Financial
Florida
$4.01K
MIM
725
MTM Investment Management
South Carolina
$4K