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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
ZIG
126
Zuckerman Investment Group
Illinois
$7.75M +$163K +1,678 +2%
MWA
127
Motive Wealth Advisors
Michigan
$7.74M +$114K +1,167 +2%
FFG
128
Foundry Financial Group
New Hampshire
$7.67M +$95K +976 +1%
HWM
129
HighMark Wealth Management
Minnesota
$7.64M -$78.6K -807 -1%
OIA
130
OneDigital Investment Advisors
Kansas
$7.63M +$14.5K +149 +0.2%
LSL
131
Legacy Solutions LLC
Pennsylvania
$7.36M +$26.4K +271 +0.4%
CNTOF
132
Canandaigua National Trust of Florida
New York
$7.36M +$532K +5,465 +8%
VA
133
Valmark Advisers
Ohio
$7.29M +$391K +4,018 +6%
CWA
134
Canvas Wealth Advisors
Kansas
$7.26M +$246K +2,525 +4%
TWC
135
TD Waterhouse Canada
Ontario, Canada
$6.78M +$237K +2,435 +4%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$6.36M +$368K +3,784 +6%
AWM
137
Able Wealth Management
New Jersey
$6.27M -$67.9K -698 -1%
GRP
138
Global Retirement Partners
California
$6.26M +$265K +2,719 +5%
BWA
139
Beam Wealth Advisors
Louisiana
$6.24M -$256K -2,630 -4%
CM
140
Columbus Macro
Pennsylvania
$6.14M -$1.49M -15,267 -20%
MA
141
Mutual Advisors
Nebraska
$6.09M +$372K +3,822 +7%
EWM
142
Endowment Wealth Management
Wisconsin
$6.06M +$751K +7,719 +15%
WC
143
Weil Company
California
$5.87M +$719K +7,384 +14%
GFA
144
Gallagher Fiduciary Advisors
Illinois
$5.85M -$5.74M -58,962 -50%
DWM
145
Defined Wealth Management
Oregon
$5.82M +$876 +9 +0%
CWP
146
Corepath Wealth Partners
Arizona
$5.8M -$3.1M -31,857 -36%
TF
147
Trek Financial
Arizona
$5.77M -$1.74M -17,899 -24%
VPW
148
Variant Private Wealth
Virginia
$5.7M -$83.7K -860 -1%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$5.65M +$153K +1,573 +3%
SCM
150
SCS Capital Management
Massachusetts
$5.64M -$25.4K -261 -0.5%