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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
SWP
101
Stratos Wealth Partners
Ohio
$11.7M -$663K -6,810 -5%
TPCW
102
TD Private Client Wealth
New York
$11.7M -$4.14M -42,545 -27%
CAC
103
Certified Advisory Corp
Florida
$11.7M -$302K -3,099 -3%
SF
104
Symphony Financial
Texas
$11.6M +$1.5M +15,435 +15%
UCFA
105
United Capital Financial Advisors
Texas
$11.4M +$6.42K +66 +0.1%
EWA
106
ERTS Wealth Advisors
Michigan
$11.4M -$49.9K -513 -0.4%
LFS
107
Lutz Financial Services
Nebraska
$11.3M -$14.5K -149 -0.1%
CFD
108
Creative Financial Designs
Indiana
$11.3M -$13.5M -138,607 -55%
DAS
109
Dynamic Advisor Solutions
Arizona
$10.9M +$446K +4,586 +4%
TIM
110
Tortoise Investment Management
New York
$10.7M -$739K -7,596 -7%
IWC
111
Integrated Wealth Concepts
Massachusetts
$10.6M -$128K -1,316 -1%
RSWA
112
Robinson Smith Wealth Advisors
Maine
$10.3M +$218K +2,236 +2%
QC
113
Quent Capital
New York
$9.93M -$55.1K -566 -0.6%
Charles Schwab
114
Charles Schwab
California
$9.83M -$226K -2,322 -2%
Mariner
115
Mariner
Kansas
$9.72M -$66.5K -683 -0.7%
SC
116
Sapient Capital
Indiana
$9.57M +$42K +431 +0.5%
FC
117
Financial Council
Maryland
$9.1M -$40.2K -413 -0.5%
AllianceBernstein
118
AllianceBernstein
Tennessee
$8.93M +$347K +3,568 +4%
AZ
119
Alpha Zero
Florida
$8.85M +$591K +6,070 +7%
COCM
120
Charter Oak Capital Management
New Hampshire
$8.81M -$48.3K -496 -0.6%
AWA
121
Amplius Wealth Advisors
Pennsylvania
$8.77M -$3.27M -33,562 -28%
P
122
&Partners
Tennessee
$8.66M +$5.05M +51,909 +149%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$8.61M -$546K -5,608 -6%
IC
124
Iconiq Capital
California
$8.58M
IA
125
IFG Advisory
Georgia
$8.11M +$678K +6,969 +9%