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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
FWM
51
ForthRight Wealth Management
Georgia
$30M +$804K +8,258 +3%
MWP
52
Madison Wealth Partners
Wisconsin
$29.9M +$1.08M +11,134 +4%
GWM
53
GDS Wealth Management
Texas
$29.5M -$1.87M -19,212 -6%
SCA
54
Southern Capital Advisors
Tennessee
$28.7M +$543K +5,574 +2%
PIAS
55
PCA Investment Advisory Services
Ohio
$27.9M +$2.15M +22,099 +9%
DI
56
DDFG Inc
California
$27.1M +$1.21M +12,478 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$26.8M -$1.78M -18,304 -6%
VA
58
Vident Advisory
Georgia
$25.1M +$245K +2,516 +1%
Financial Engines Advisors
59
Financial Engines Advisors
California
$24.5M +$3.77M +38,718 +19%
WPW
60
Waldron Private Wealth
Pennsylvania
$24.2M -$2.09M -21,490 -8%
GC
61
Garde Capital
Washington
$24.2M -$206K -2,115 -0.9%
Two Sigma Investments
62
Two Sigma Investments
New York
$23.6M +$23M +235,800 New
VWM
63
Venturi Wealth Management
Texas
$23.4M -$17.6M -181,098 -44%
SA
64
Sanctuary Advisors
Indiana
$22M +$1.6M +16,474 +8%
IAN
65
Integrated Advisors Network
Texas
$21.6M +$1.98M +20,387 +10%
SWA
66
Strategies Wealth Advisors
Michigan
$21.4M -$1.43M -14,668 -6%
SCM
67
Steele Capital Management
Iowa
$21.2M -$272K -2,795 -1%
EH
68
Equitable Holdings
New York
$21M +$1.38M +14,162 +7%
DWAM
69
Duncan Williams Asset Management
Tennessee
$20.8M +$20.2M +207,794 New
SW
70
SkyOak Wealth
Michigan
$20.3M -$314K -3,222 -2%
SFA
71
Salus Financial Advisors
Colorado
$20.3M +$574K +5,892 +3%
IWMWV
72
Ironwood Wealth Management (West Virginia)
West Virginia
$19.5M +$178K +1,831 +0.9%
CRC
73
Curi RMB Capital
Illinois
$18.5M +$9.46M +97,204 +111%
AI
74
Atria Investments
North Carolina
$18M +$195K +2,000 +1%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$17.8M +$690K +7,084 +4%