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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
Bank of America
1
Bank of America
North Carolina
$8.02B +$568M +5,830,890 +8%
LPL Financial
2
LPL Financial
California
$1.58B +$63M +647,586 +4%
Morgan Stanley
3
Morgan Stanley
New York
$908M +$6.28M +64,520 +0.7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$610M +$42.1M +432,247 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$581M +$54.2M +556,434 +11%
BTI
6
Blue Trust Inc
Georgia
$499M +$13.4M +137,450 +3%
S
7
SignatureFD
Georgia
$449M +$510K +5,244 +0.1%
AL
8
Aspiriant LLC
California
$360M +$2.35M +24,162 +0.7%
KIM
9
Kestra Investment Management
Texas
$337M -$237M -2,433,463 -42%
MFG
10
Merit Financial Group
Georgia
$234M +$5.35M +55,005 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$226M +$18.3M +188,234 +9%
UBS Group
12
UBS Group
Switzerland
$159M -$1.91M -19,616 -1%
Raymond James Financial
13
Raymond James Financial
Florida
$151M +$548K +5,628 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$146M +$8.38M +86,036 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$128M -$11M -113,043 -8%
MWM
16
Modera Wealth Management
New Jersey
$126M -$157K -1,611 -0.1%
BEI
17
Benjamin Edwards Inc
Missouri
$107M +$5.99M +61,579 +6%
Wells Fargo
18
Wells Fargo
California
$107M -$5.77M -59,254 -5%
William Blair & Company
19
William Blair & Company
Illinois
$104M -$691K -7,098 -0.7%
FG
20
Foster Group
Iowa
$104M +$101M +1,039,409 New
AOI
21
Auto-Owners Insurance
Michigan
$86.1M
CNBT
22
Canandaigua National Bank & Trust
New York
$83.7M +$1.77M +18,233 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$82.4M +$33.6M +345,410 +72%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$81.8M +$23.7M +243,162 +42%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$81.1M +$8.95M +91,908 +13%