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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
WMP
176
Wealth Management Partners
Arizona
$4.08M +$77.4K +795 +2%
HWA
177
Hilltop Wealth Advisors
North Carolina
$4.05M +$285K +2,925 +8%
SS
178
Sunbelt Securities
Texas
$4.05M -$1.19M -12,177 -23%
WPWM
179
Windward Private Wealth Management
Kansas
$3.96M -$8.57K -88 -0.2%
Jane Street
180
Jane Street
New York
$3.96M +$2.72M +27,902 +239%
Northern Trust
181
Northern Trust
Illinois
$3.95M -$141K -1,450 -4%
DDPIC
182
Deroy & Devereaux Private Investment Counsel
Michigan
$3.93M -$41.4K -425 -1%
FWP
183
Forefront Wealth Partners
Texas
$3.88M -$1.09M -11,223 -22%
Renaissance Technologies
184
Renaissance Technologies
New York
$3.83M +$711K +7,300 +24%
B
185
Bailard
California
$3.78M +$292 +3 +0%
EIC
186
Equity Investment Corp
Georgia
$3.75M +$120K +1,233 +3%
SOS
187
Silver Oak Securities
Tennessee
$3.71M +$15K +154 +0.4%
SCM
188
SOL Capital Management
Maryland
$3.69M +$754K +7,750 +27%
GP
189
Greenline Partners
New York
$3.56M
RFN
190
RDA Financial Network
Iowa
$3.55M -$107K -1,100 -3%
OC
191
Oppenheimer & Co
New York
$3.42M +$128K +1,315 +4%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$3.37M -$50K -514 -2%
GVAG
193
Great Valley Advisor Group
Delaware
$3.35M +$19K +195 +0.6%
LRIA
194
Leonard Rickey Investment Advisors
Washington
$3.31M -$96.3K -989 -3%
CPW
195
Catalyst Private Wealth
California
$3.21M +$121K +1,243 +4%
TFA
196
Tobias Financial Advisors
Florida
$3.2M
PCA
197
Prosperity Capital Advisors
Ohio
$3.16M -$310K -3,181 -9%
DP
198
Denver PWM
Colorado
$3.12M
FM
199
Family Management
New York
$3.1M -$6.62K -68 -0.2%
1CP
200
17 Capital Partners
Arizona
$2.96M -$1.26K -13 -0%