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iShares Core S&P US Value ETF

738 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 66 funds opening new positions, 268 increasing their positions, 226 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
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
SWP
101
Stratos Wealth Partners
Ohio
$11.7M
TPCW
102
TD Private Client Wealth
New York
$11.7M
CAC
103
Certified Advisory Corp
Florida
$11.7M
SF
104
Symphony Financial
Texas
$11.6M
UCFA
105
United Capital Financial Advisors
Texas
$11.4M
EWA
106
ERTS Wealth Advisors
Michigan
$11.4M
LFS
107
Lutz Financial Services
Nebraska
$11.3M
CFD
108
Creative Financial Designs
Indiana
$11.3M
DAS
109
Dynamic Advisor Solutions
Arizona
$10.9M
TIM
110
Tortoise Investment Management
New York
$10.7M
IWC
111
Integrated Wealth Concepts
Massachusetts
$10.6M
RSWA
112
Robinson Smith Wealth Advisors
Maine
$10.3M
QC
113
Quent Capital
New York
$9.93M
Charles Schwab
114
Charles Schwab
California
$9.83M
Mariner
115
Mariner
Kansas
$9.72M
SC
116
Sapient Capital
Indiana
$9.57M
FC
117
Financial Council
Maryland
$9.1M
AllianceBernstein
118
AllianceBernstein
Tennessee
$8.93M
AZ
119
Alpha Zero
Florida
$8.85M
COCM
120
Charter Oak Capital Management
New Hampshire
$8.81M
AWA
121
Amplius Wealth Advisors
Pennsylvania
$8.77M
P
122
&Partners
Tennessee
$8.66M
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$8.61M
IC
124
Iconiq Capital
California
$8.58M
IA
125
IFG Advisory
Georgia
$8.11M