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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
PBF
76
Petix & Botte Financial
California
$17.4M -$1.43M -14,656 -8%
BWM
77
Birchcreek Wealth Management
Ohio
$16.8M +$1.45M +14,899 +10%
HPA
78
High Probability Advisors
New York
$16.7M +$585K +6,012 +4%
RWPA
79
Richard W. Paul & Associates
Michigan
$16.5M +$277K +2,842 +2%
CF
80
Centaurus Financial
California
$16.5M +$381K +3,919 +2%
CGA
81
Crescent Grove Advisors
Illinois
$16.4M +$346K +3,552 +2%
FPGK
82
Financial Partners Group (Kansas)
Kansas
$16M +$18.9K +194 +0.1%
Stifel Financial
83
Stifel Financial
Missouri
$15.2M +$2.08M +21,343 +16%
SC
84
Savant Capital
Illinois
$14.9M +$5.58M +57,313 +62%
Kayne Anderson Rudnick Investment Management
85
Kayne Anderson Rudnick Investment Management
California
$14.9M -$1.1M -11,347 -7%
GSIS
86
Global Strategic Investment Solutions
Arizona
$14.5M +$47.2K +485 +0.3%
Truist Financial
87
Truist Financial
North Carolina
$14.2M +$1.83M +18,835 +15%
CIA
88
Concurrent Investment Advisors
Florida
$14.2M +$1.39M +14,229 +11%
MWA
89
MFA Wealth Advisors
Pennsylvania
$14M +$166K +1,705 +1%
CFG
90
Cosner Financial Group
Colorado
$13.9M -$214K -2,199 -2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$13.7M -$1.45M -14,869 -10%
FFG
92
Fortress Financial Group
Minnesota
$13.7M +$429K +4,402 +3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$13.5M +$200K +2,052 +2%
Creative Planning
94
Creative Planning
Kansas
$13.5M -$362K -3,715 -3%
KAS
95
Kestra Advisory Services
Texas
$13.1M +$1.4M +14,366 +12%
SPC
96
Sigma Planning Corp
Michigan
$12.8M +$195K +1,999 +2%
AAS
97
Ameritas Advisory Services
Nebraska
$12.7M +$4.78M +49,099 +63%
NA
98
NewEdge Advisors
Louisiana
$12.2M +$256K +2,631 +2%
IFA
99
Independence Financial Advisors
New Hampshire
$12M -$606K -6,226 -5%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$11.8M +$663K +6,809 +6%