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iShares Core S&P US Value ETF

730 hedge funds and large institutions have $18.3B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 222 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Symphony Financial
Texas
$11.6M
UCFA
102
United Capital Financial Advisors
Texas
$11.4M
EWA
103
ERTS Wealth Advisors
Michigan
$11.4M
LFS
104
Lutz Financial Services
Nebraska
$11.3M
CFD
105
Creative Financial Designs
Indiana
$11.3M
DAS
106
Dynamic Advisor Solutions
Arizona
$10.9M
TIM
107
Tortoise Investment Management
New York
$10.7M
IWC
108
Integrated Wealth Concepts
Massachusetts
$10.6M
RSWA
109
Robinson Smith Wealth Advisors
Maine
$10.3M
QC
110
Quent Capital
New York
$9.93M
Charles Schwab
111
Charles Schwab
California
$9.83M
Mariner
112
Mariner
Kansas
$9.72M
SC
113
Sapient Capital
Indiana
$9.57M
FC
114
Financial Council
Maryland
$9.1M
AllianceBernstein
115
AllianceBernstein
Tennessee
$8.93M
AZ
116
Alpha Zero
Florida
$8.85M
COCM
117
Charter Oak Capital Management
New Hampshire
$8.81M
AWA
118
Amplius Wealth Advisors
Pennsylvania
$8.77M
P
119
&Partners
Tennessee
$8.66M
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$8.61M
IC
121
Iconiq Capital
California
$8.58M
IA
122
IFG Advisory
Georgia
$8.11M
ZIG
123
Zuckerman Investment Group
Illinois
$7.75M
MWA
124
Motive Wealth Advisors
Michigan
$7.74M
FFG
125
Foundry Financial Group
New Hampshire
$7.67M