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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
9.8%
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
RC
201
Rovin Capital
Arizona
$2.96M +$2.88M +29,568 New
VFS
202
Valpey Financial Services
New Hampshire
$2.91M -$99.4K -1,021 -3%
CWMK
203
Caliber Wealth Management (Kansas)
Kansas
$2.9M -$132K -1,358 -4%
Cerity Partners
204
Cerity Partners
New York
$2.83M +$199K +2,045 +8%
GPA
205
Guidance Point Advisors
Massachusetts
$2.8M -$95.9K -985 -3%
MA
206
Montag & Associates
Georgia
$2.78M -$73.8K -758 -3%
ES
207
Eagle Strategies
New York
$2.71M +$21.7K +223 +0.8%
SWM
208
Sterling Wealth Management
Illinois
$2.68M +$10.5K +108 +0.4%
MMA
209
Miracle Mile Advisors
California
$2.59M +$2.53M +25,947 New
GPI
210
General Partner Inc
Pennsylvania
$2.56M
VA
211
VestGen Advisors
Illinois
$2.55M +$278K +2,858 +13%
PFS
212
Prospera Financial Services
Texas
$2.55M +$99.3K +1,020 +4%
ZIC
213
ZWJ Investment Counsel
Georgia
$2.54M +$19.1K +196 +0.8%
VFIC
214
Valley Forge Investment Consultants
Pennsylvania
$2.53M +$55.4K +569 +2%
WAOI
215
Wealth Advisors of Iowa
Iowa
$2.5M -$53.3K -548 -2%
CAM
216
Cresset Asset Management
Illinois
$2.5M -$92.1K -946 -4%
GIM
217
Glenmede Investment Management
Pennsylvania
$2.5M +$395K +4,058 +19%
FIA
218
Foundations Investment Advisors
Arizona
$2.46M +$2.4M +24,605 New
LPP
219
Life Planning Partners
Florida
$2.45M
GWM
220
Geneos Wealth Management
Colorado
$2.44M +$113K +1,165 +5%
AQR Capital Management
221
AQR Capital Management
Connecticut
$2.43M +$678K +6,960 +40%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$2.42M +$428K +4,395 +22%
FFA
223
Farther Finance Advisors
California
$2.42M +$429K +4,404 +22%
PTC
224
Private Trust Company
Ohio
$2.42M +$104K +1,069 +5%
DA
225
Drake & Associates
Wisconsin
$2.41M -$25.2M -259,111 -92%