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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
ZIG
126
Zuckerman Investment Group
Illinois
$7.75M
MWA
127
Motive Wealth Advisors
Michigan
$7.74M
FFG
128
Foundry Financial Group
New Hampshire
$7.67M
HWM
129
HighMark Wealth Management
Minnesota
$7.64M
OIA
130
OneDigital Investment Advisors
Kansas
$7.63M
LSL
131
Legacy Solutions LLC
Pennsylvania
$7.36M
CNTOF
132
Canandaigua National Trust of Florida
New York
$7.36M
VA
133
Valmark Advisers
Ohio
$7.29M
CWA
134
Canvas Wealth Advisors
Kansas
$7.26M
TWC
135
TD Waterhouse Canada
Ontario, Canada
$6.78M
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$6.36M
AWM
137
Able Wealth Management
New Jersey
$6.27M
GRP
138
Global Retirement Partners
California
$6.26M
BWA
139
Beam Wealth Advisors
Louisiana
$6.24M
CM
140
Columbus Macro
Pennsylvania
$6.14M
MA
141
Mutual Advisors
Nebraska
$6.09M
EWM
142
Endowment Wealth Management
Wisconsin
$6.06M
WC
143
Weil Company
California
$5.87M
GFA
144
Gallagher Fiduciary Advisors
Illinois
$5.85M
DWM
145
Defined Wealth Management
Oregon
$5.82M
CWP
146
Corepath Wealth Partners
Arizona
$5.8M
TF
147
Trek Financial
Arizona
$5.77M
VPW
148
Variant Private Wealth
Virginia
$5.7M
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$5.65M
SCM
150
SCS Capital Management
Massachusetts
$5.64M