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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
RIA
726
Realta Investment Advisors
Delaware
$21.8K +$18.1K +179 +526%
GI
727
GAMMA Investing
California
$21.7K
RFP
728
Root Financial Partners
California
$21.5K +$19.8K +195 +1,300%
OC
729
Optima Capital
Oregon
$19.8K +$19.6K +193 New
CTB
730
Country Trust Bank
Illinois
$19.5K +$19.3K +190 New
CBT
731
Crews Bank & Trust
Florida
$18.5K
VCM
732
Viewpoint Capital Management
Washington
$18.5K
VWA
733
VSM Wealth Advisory
Maryland
$17.8K
TAM
734
Tucker Asset Management
Colorado
$17.6K
SN
735
Sittner & Nelson
Oregon
$17K
NFSG
736
Newbridge Financial Services Group
Florida
$16.8K +$101 +1 +0.6%
CAL
737
Capital Advisors Ltd
Ohio
$16K
BLC
738
Brown, Lisle/Cummings
Rhode Island
$15.4K
RIL
739
Rothschild Investment LLC
Illinois
$15.4K
CPG
740
Cornerstone Planning Group
New Jersey
$15.1K
TWM
741
Topsail Wealth Management
North Carolina
$13.7K
RMP
742
Richards, Merrill & Peterson
Washington
$13.5K
CFG
743
Chapman Financial Group
Hawaii
$13.3K
SEP
744
Signature Equity Partners
Ohio
$13.3K +$13.1K +129 New
AIC
745
Archer Investment Corporation
Indiana
$12.6K -$1.82K -18 -13%
BC
746
Barrett & Company
Rhode Island
$12.6K +$3.04K +30 +32%
CHC
747
City Holding Co
West Virginia
$12.1K
PCA
748
Providence Capital Advisors
North Carolina
$12K
FFA
749
Founders Financial Alliance
North Carolina
$11.3K -$79.2K -781 -88%
NEWAS
750
N.E.W. Advisory Services
Wisconsin
$11.1K