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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
SPI
751
Sutton Place Investors
New York
-$1.92M -20,314 Closed
HF
752
HRT Financial
New York
-$1.34M -14,174 Closed
SHGA
753
Sand Hill Global Advisors
California
-$830K -8,767 Closed
AAP
754
Arax Advisory Partners
Colorado
-$562K -5,561 Closed
IPW
755
Impact Partnership Wealth
Georgia
-$497K -5,247 Closed
BWG
756
Berry Wealth Group
Texas
-$389K -4,108 Closed
GT
757
Greenleaf Trust
Michigan
-$379K -4,003 Closed
RWM
758
Ritholtz Wealth Management
New York
-$376K -3,975 Closed
BMCM
759
Bryn Mawr Capital Management
Pennsylvania
-$375K -3,962 Closed
APW
760
Austin Private Wealth
Texas
-$312K -3,292 Closed
CA
761
Calton & Associates
Florida
-$262K -2,766 Closed
TSS
762
Two Sigma Securities
New York
-$241K -2,550 Closed
SAW
763
Signal Advisors Wealth
Michigan
-$239K -2,526 Closed
EAM
764
Evanson Asset Management
California
-$238K -2,513 Closed
JIC
765
Johnson Investment Counsel
Ohio
-$236K -2,494 Closed
SWGC
766
Summit Wealth Group (Colorado)
Colorado
-$236K -2,493 Closed
T
767
Transce3nd
Texas
-$204K -2,157 Closed
WSFS
768
Wilmington Savings Fund Society
Delaware
-$203K -2,145 Closed
TPWA
769
Twin Peaks Wealth Advisors
California
-$112K -1,158 Closed
BWAM
770
Boyd Watterson Asset Management
Ohio
-$85.2K -900 Closed
TFA
771
Toth Financial Advisory
Virginia
-$52.8K -558 Closed
HT
772
Headlands Technologies
Illinois
-$40.5K -428 Closed
AG
773
AmeriFlex Group
Nevada
-$36.5K -389 Closed
GM
774
GeoWealth Management
Illinois
-$34.5K -365 Closed
MYIA
775
Mount Yale Investment Advisors
Colorado
-$26K -275 Closed