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iShares Core S&P US Value ETF

784 hedge funds and large institutions have $20.1B invested in iShares Core S&P US Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

1.63% more ownership

Funds ownership: 81.85%83.48% (+1.6%)

0% more capital invested

Capital invested by funds: $20B → $20.1B (+$96M)

1% less funds holding

Funds holding: 795784 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
784
Holders Change
-11
Holders Change %
-1.38%
% of All Funds
9.66%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
63
Increased
282
Reduced
241
Closed
54
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Change in
Stake
GPI
226
General Partner Inc
Pennsylvania
$2.62M
PTC
227
Private Trust Company
Ohio
$2.58M +$87.2K +832 +3%
WAOI
228
Wealth Advisors of Iowa
Iowa
$2.55M -$9.54K -91 -0.4%
SLA
229
Silver Lake Advisory
Utah
$2.54M +$92.4K +881 +4%
GT
230
Glenmede Trust
Pennsylvania
$2.52M -$36.7K -350 -1%
BIG
231
Brooklyn Investment Group
New York
$2.51M +$124K +1,180 +5%
LPP
232
Life Planning Partners
Florida
$2.5M
CAM
233
Cresset Asset Management
Illinois
$2.49M -$937K -8,933 -27%
RIA
234
Regal Investment Advisors
Michigan
$2.48M
MWS
235
MFA Wealth Services
California
$2.46M +$25.3K +241 +1%
Citigroup
236
Citigroup
New York
$2.44M +$325K +3,103 +15%
DWM
237
Diversify Wealth Management
Utah
$2.42M +$1.56M +14,920 +194%
HI
238
Harbour Investments
Wisconsin
$2.38M +$215K +2,055 +10%
MCA
239
Magnolia Capital Advisors
Mississippi
$2.36M -$11.3K -108 -0.5%
M
240
MATAURO
New York
$2.32M -$167K -1,596 -7%
CFA
241
Cahill Financial Advisors
Minnesota
$2.26M +$7.03K +67 +0.3%
XPN
242
XY Planning Network
Montana
$2.25M +$46.8K +446 +2%
CG
243
Caprock Group
Idaho
$2.23M
NW
244
NewEdge Wealth
Pennsylvania
$2.19M +$105K +997 +5%
MA
245
Montag & Associates
Georgia
$2.18M -$583K -5,563 -21%
WWM
246
Western Wealth Management
Colorado
$2.15M +$41.6K +397 +2%
DP
247
Denver PWM
Colorado
$2.12M -$1.41M -13,451 -41%
LFS
248
Legacy Financial Strategies
Kansas
$2.12M
UBS AM
249
UBS AM
Illinois
$2.09M +$1.94M +18,466 +935%
DA
250
Drake & Associates
Wisconsin
$2.09M -$132K -1,254 -6%