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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
VR
701
Vision Retirement
New Jersey
$40.4K +$40K +394 New
EWP
702
Elevation Wealth Partners
California
$39.4K
MJRIC
703
Mogy Joel R Investment Counsel
California
$38.5K
GAFA
704
Garton & Associates Financial Advisors
Kentucky
$36.9K +$36.5K +360 New
TSMHT
705
Thurston Springer Miller Herd & Titak
Indiana
$35.3K +$34.9K +344 New
PP
706
Pacifica Partners
Canada
$35K
DWA
707
Dougherty Wealth Advisers
Minnesota
$34.7K
HIMS
708
Hager Investment Management Services
New Hampshire
$33K
MFC
709
Mechanics Financial Corp
Ohio
$32.5K
RA
710
Ransom Advisory
Rhode Island
$30.8K +$30.4K +300 New
NI
711
NCP Inc
California
$29.7K +$29.4K +290 New
M
712
MOTCO
Texas
$29.2K +$28.9K +285 New
PFG
713
Premier Financial Group
California
$29.1K +$28.6K +282 New
DIP
714
DT Investment Partners
Pennsylvania
$29K
ST
715
Smithfield Trust
Pennsylvania
$29K
EWM
716
Evolution Wealth Management
Florida
$28.8K +$1.72K +17 +6%
HIA
717
Harbor Investment Advisory
Maryland
$28.7K
CT
718
Caldwell Trust
Florida
$27.8K -$27.2K -268 -50%
BIA
719
Bell Investment Advisors
California
$26.5K
PMFA
720
Plante Moran Financial Advisors
Michigan
$25.6K -$32K -316 -56%
CB
721
CNB Bank
Pennsylvania
$25.6K
SAM
722
Sherman Asset Management
California
$24.6K
SAG
723
SageView Advisory Group
California
$23K +$22.7K +224 New
LAS
724
Lloyd Advisory Services
Georgia
$22.1K +$21.9K +216 New
CSC
725
Caldwell Sutter Capital
California
$21.9K