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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
NFP
301
Narus Financial Partners
Utah
$1.26M +$1.72K +17 +0.1%
PW
302
Potentia Wealth
California
$1.25M
NL
303
NWAM LLC
Washington
$1.23M +$18K +178 +2%
ML
304
MLP3 LLC
New Jersey
$1.22M +$1.21M +11,906 New
QCM
305
Quantinno Capital Management
New York
$1.22M +$265K +2,618 +28%
PFM
306
Phillips Financial Management
Indiana
$1.22M -$3.04K -30 -0.3%
BWM
307
Brickley Wealth Management
California
$1.21M
VA
308
VestGen Advisors
Illinois
$1.17M -$1.43M -14,089 -55%
EIA
309
Eldridge Investment Advisors
New Hampshire
$1.16M +$203 +2 +0%
VCP
310
Verus Capital Partners
Arizona
$1.12M +$45.7K +451 +4%
ATC
311
Argent Trust Co
Tennessee
$1.12M
AEPWM
312
Atlantic Edge Private Wealth Management
Florida
$1.11M +$640K +6,315 +140%
WANY
313
Wealthspire Advisors (New York)
New York
$1.11M -$1.09M -10,788 -50%
SIS
314
Sound Income Strategies
Florida
$1.1M +$889K +8,764 +513%
CCM
315
Coldstream Capital Management
Washington
$1.1M +$122K +1,204 +13%
PFA
316
Pure Financial Advisors
California
$1.1M +$57K +562 +6%
BFG
317
Bleakley Financial Group
New Jersey
$1.08M +$1.06M +10,496 New
WPC
318
White Pine Capital
Minnesota
$1.07M -$32.8K -323 -3%
MMPW
319
Mitchell McLeod Pugh & Williams
Alabama
$1.07M +$1.32K +13 +0.1%
SWA
320
Stratos Wealth Advisors
Ohio
$1.05M +$7.3K +72 +0.7%
MGIA
321
Moneta Group Investment Advisors
Missouri
$1.04M +$97.8K +965 +10%
JWA
322
JFS Wealth Advisors
Pennsylvania
$1.03M -$4.66K -46 -0.5%
LSA
323
Lansing Street Advisors
Pennsylvania
$1.03M -$12.8K -126 -1%
WIA
324
World Investment Advisors
California
$1.01M +$30.7K +303 +3%
RWRC
325
R.W. Roge & Company
New York
$996K -$1.72K -17 -0.2%