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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
CFP
751
Comprehensive Financial Planning
Pennsylvania
$11.1K +$11K +108 New
IBOK
752
Independence Bank of Kentucky
Kentucky
$10.3K
MTIC
753
Missouri Trust & Investment Company
Missouri
$10.3K
SL
754
Salomon & Ludwin
Virginia
$10.1K
HAP
755
Harbor Asset Planning
Massachusetts
$9.14K
GCM
756
Gunpowder Capital Management
Maryland
$8.82K +$8.72K +86 New
MFP
757
Meramec Financial Planners
Missouri
$8.61K +$8.11K +80 New
GEA
758
Glen Eagle Advisors
New Jersey
$8.41K -$4.77K -47 -36%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
SC
760
SouthState Corp
Florida
$7.9K
GWS
761
Greykasell Wealth Strategies
California
$7.67K +$101 +1 +1%
OW
762
Olistico Wealth
Oklahoma
$7.38K +$7.3K +72 New
NRG
763
Nemes Rush Group
Michigan
$7.18K
WPA
764
West Paces Advisors
Georgia
$7.18K +$7.1K +70 New
WAG
765
Wilkerson Advisory Group
Missouri
$7.01K +$6.89K +68 New
FMII
766
Farmers & Merchants Investments Inc
Nebraska
$6.36K
OFG
767
Oxford Financial Group
Indiana
$5.64K
FMP
768
Financial Management Professionals
Texas
$5.54K
AP
769
Atwood & Palmer
Missouri
$5.43K
CSB
770
City State Bank
Iowa
$4.92K
MIM
771
MTM Investment Management
South Carolina
$4.1K
RF
772
Rossby Financial
Florida
$4.1K
SWP
773
Strategic Wealth Partners
Ohio
$4K +$3.95K +39 New
HHGA
774
Halbert Hargrove Global Advisors
California
$3.79K
CPBTD
775
Central Pacific Bank - Trust Division
Hawaii
$3.18K