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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
EWA
326
Elevate Wealth Advisory
Georgia
$995K -$134K -1,321 -12%
OCPWS
327
One Charles Private Wealth Services
Massachusetts
$984K -$13.6K -134 -1%
GFWA
328
Grey Fox Wealth Advisors
Delaware
$971K -$134K -1,320 -12%
CB
329
Commerce Bank
Missouri
$970K
D
330
Dentgroup
Louisiana
$959K +$62.4K +615 +7%
PIA
331
Perennial Investment Advisors
California
$958K -$142K -1,399 -13%
RIS
332
Richmond Investment Services
Wisconsin
$954K +$224K +2,211 +31%
EWM
333
Evermay Wealth Management
Virginia
$947K -$148K -1,455 -14%
TWA
334
Talisman Wealth Advisors
New Jersey
$939K +$1.93K +19 +0.2%
UWM
335
USAdvisors Wealth Management
Minnesota
$933K -$4.04M -39,842 -81%
GIA
336
Gladstone Institutional Advisory
Florida
$913K -$51.8K -511 -5%
MA
337
MONECO Advisors
Connecticut
$902K -$23.2K -229 -3%
EFL
338
ERn Financial LLC
Wisconsin
$893K +$64.8K +639 +8%
VAM
339
Verity Asset Management
North Carolina
$882K -$804K -7,929 -48%
ICP
340
Interchange Capital Partners
Pennsylvania
$877K +$4.06K +40 +0.5%
HWM
341
HB Wealth Management
Georgia
$876K +$186K +1,836 +27%
EAM
342
Empirical Asset Management
Massachusetts
$853K
PG
343
Patten Group
Tennessee
$850K -$95.2K -939 -10%
IC
344
IEQ Capital
California
$846K -$2.23K -22 -0.3%
RP
345
Riverwater Partners
Wisconsin
$846K +$476K +4,699 +132%
SIM
346
Synergy Investment Management
Florida
$835K -$80.4K -793 -9%
NWM
347
Northwest Wealth Management
Iowa
$832K -$140K -1,382 -15%
PSCM
348
Per Stirling Capital Management
Texas
$831K -$1.01K -10 -0.1%
WHCFA
349
William Howard & Co Financial Advisors
Tennessee
$826K
IFG
350
Independent Financial Group
California
$819K +$200K +1,971 +33%