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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
HHGA
726
Halbert Hargrove Global Advisors
California
$3.7K +$3.6K +37 New
MAM
727
MMA Asset Management
Pennsylvania
$3.65K +$3.6K +37 New
RP
728
Rice Partnership
Hawaii
$3.5K +$3.41K +35 New
RIA
729
Realta Investment Advisors
Delaware
$3.4K -$17.4K -179 -84%
CPBTD
730
Central Pacific Bank - Trust Division
Hawaii
$3.1K
WAM
731
WFA Asset Management
Wisconsin
$3.06K
MCA
732
Midwest Capital Advisors
Michigan
$3.01K +$2.53K +26 +650%
VNA
733
Valley National Advisers
Pennsylvania
$3K
ETC
734
Exchange Traded Concepts
Oklahoma
$2.9K -$34K -349 -92%
PMIM
735
Prudent Man Investment Management
Colorado
$2.87K
TWM
736
Tripletail Wealth Management
Florida
$2.83K +$2.73K +28 New
BWM
737
Bernard Wealth Management
Michigan
$2.2K +$2.14K +22 New
WWA
738
Wealth Watch Advisors
Colorado
$2.2K +$2.14K +22 New
MMCM
739
Murphy & Mullick Capital Management
New York
$1.6K
RFP
740
Root Financial Partners
California
$1.5K +$1.46K +15 New
LCM
741
Logan Capital Management
Pennsylvania
$1.3K
CTC
742
Central Trust Company
Missouri
$1.1K
CWM
743
Copia Wealth Management
Oregon
$700
PWAM
744
Private Wealth Asset Management
Iowa
$600
DAM
745
Delta Asset Management
Tennessee
$324
KG
746
Kilter Group
New York
$221 -$97 -1 -33%
DCM
747
Disciplina Capital Management
Tennessee
$167
FAIM
748
Financial Advocates Investment Management
Washington
-$14M -148,062 Closed
CIM
749
Confluence Investment Management
Missouri
-$11.9M -125,563 Closed
Susquehanna International Group
750
Susquehanna International Group
Pennsylvania
-$1.93M -20,438 Closed