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iShares Core S&P US Value ETF

795 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, 232 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

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 232

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)

7% more funds holding

Funds holding: 746795 (+49)

0.08% less ownership

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

Holders
795
Holders Change
+49
Holders Change %
+6.57%
% of All Funds
9.67%
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
232
Closed
44
Calls
$369K
Puts
$267K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$1.46M -$39.4K -389 -3%
BWM
277
Boyd Wealth Management
California
$1.46M -$209K -2,059 -13%
HNB
278
Huntington National Bank
Ohio
$1.43M
GSEP
279
Golden State Equity Partners
California
$1.4M -$69.9K -689 -5%
NWWA
280
New Wave Wealth Advisors
Arkansas
$1.39M +$3.45K +34 +0.3%
WA
281
Waverly Advisors
Alabama
$1.39M +$24.9K +246 +2%
HCM
282
Howland Capital Management
Massachusetts
$1.38M -$4.14M -40,800 -75%
EWM
283
Endowment Wealth Management
Wisconsin
$1.38M -$4.79M -47,192 -78%
CIM
284
Cambria Investment Management
California
$1.38M +$1.36M +13,449 New
LGWM
285
Litman Gregory Wealth Management
California
$1.36M +$10.1K +100 +0.8%
RSF
286
Rik Saylor Financial
Ohio
$1.35M +$406 +4 +0%
CFO
287
Collective Family Office
Pennsylvania
$1.34M
MCA
288
Maryland Capital Advisors
Maryland
$1.34M +$811 +8 +0.1%
1WM
289
1900 Wealth Management
Texas
$1.33M -$3.45K -34 -0.3%
W
290
Wealthquest
Ohio
$1.32M -$17K -168 -1%
MHS
291
M Holdings Securities
Oregon
$1.31M +$1.3M +12,816 New
DAS
292
Diversify Advisory Services
Utah
$1.31M -$360K -3,554 -22%
CFG
293
Carr Financial Group
Massachusetts
$1.29M +$6.79K +67 +0.5%
TVAMP
294
Tennessee Valley Asset Management Partners
Tennessee
$1.29M +$4.77K +47 +0.4%
ASBI
295
American State Bank (Iowa)
Iowa
$1.28M -$25.3K -250 -2%
TCA
296
Transcend Capital Advisors
New Jersey
$1.28M +$492K +4,854 +64%
BPA
297
Beacon Pointe Advisors
California
$1.28M -$320K -3,159 -20%
PPP
298
Prism Planning Partners
Illinois
$1.27M +$1.25M +12,340 New
SC
299
Syon Capital
California
$1.26M -$2.13K -21 -0.2%
ODIJL
300
One Day In July LLC
Vermont
$1.26M