We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

794 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 279 increasing their positions, 231 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 44

38% more call options, than puts

Call options by funds: $369K | Put options by funds: $267K

21% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 231

17% more funds holding in top 10

Funds holding in top 10: 4654 (+8)

8% more capital invested

Capital invested by funds: $18.4B → $20B (+$1.52B)

6% more funds holding

Funds holding: 746794 (+48)

0.08% less ownership

Funds ownership: 81.94%81.85% (-0.08%)

Holders
794
Holders Change
+48
Holders Change %
+6.43%
% of All Funds
9.66%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.66%
New
104
Increased
279
Reduced
231
Closed
44
Calls
$369K
Puts
$267K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
GPI
226
General Partner Inc
Pennsylvania
$2.63M
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$2.6M +$9.13K +90 +0.4%
PFS
228
Prospera Financial Services
Texas
$2.58M -$27.5K -271 -1%
WAOI
229
Wealth Advisors of Iowa
Iowa
$2.57M +$1.32K +13 +0.1%
GT
230
Glenmede Trust
Pennsylvania
$2.56M +$2.53M +24,976 New
CAG
231
Crestwood Advisors Group
Massachusetts
$2.53M +$132K +1,306 +6%
LPP
232
Life Planning Partners
Florida
$2.51M
PTC
233
Private Trust Company
Ohio
$2.5M +$18.7K +184 +0.8%
GWM
234
Geneos Wealth Management
Colorado
$2.49M -$10K -99 -0.4%
M
235
MATAURO
New York
$2.49M +$34.5K +340 +1%
SPIA
236
Steward Partners Investment Advisory
New York
$2.49M +$20.6K +203 +0.8%
RIA
237
Regal Investment Advisors
Michigan
$2.48M +$27.3K +269 +1%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$2.48M -$2.64K -26 -0.1%
SLA
239
Silver Lake Advisory
Utah
$2.46M +$73.1K +721 +3%
MWS
240
MFA Wealth Services
California
$2.45M +$9.94K +98 +0.4%
FIA
241
Foundations Investment Advisors
Arizona
$2.43M -$96.7K -954 -4%
VFPW
242
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.42M -$6.79K -67 -0.3%
BIG
243
Brooklyn Investment Group
New York
$2.41M +$1.68M +16,539 +243%
MCA
244
Magnolia Capital Advisors
Mississippi
$2.38M +$142K +1,401 +6%
EIP
245
Easterly Investment Partners
Massachusetts
$2.28M +$2.26M +22,245 New
CFA
246
Cahill Financial Advisors
Minnesota
$2.26M +$4.06K +40 +0.2%
AF
247
Align Financial
Minnesota
$2.26M +$229K +2,256 New
CG
248
Caprock Group
Idaho
$2.23M +$31.5K +311 +1%
DA
249
Drake & Associates
Wisconsin
$2.22M -$230K -2,266 -9%
XPN
250
XY Planning Network
Montana
$2.21M -$98.1K -967 -4%