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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
FIA
251
Foundations Investment Advisors
Arizona
$2.05M -$380K -3,627 -15%
EPW
252
Evolve Private Wealth
California
$2.01M +$2.06M +19,656 New
NCM
253
Next Capital Management
New York
$2M -$86.1K -821 -4%
OAM
254
Occidental Asset Management
California
$1.97M -$6.08K -58 -0.3%
FHC
255
First Heartland Consultants
Missouri
$1.95M -$68.3K -651 -3%
NAS
256
NWF Advisory Services
California
$1.9M +$167K +1,597 +9%
PA
257
PFG Advisors
Arizona
$1.86M -$237K -2,257 -11%
PAS
258
Park Avenue Securities
New York
$1.86M +$1.9M +18,160 New
TPW
259
TL Private Wealth
Texas
$1.84M -$37.8K -360 -2%
NFG
260
Nations Financial Group
Iowa
$1.84M -$11.8K -113 -0.6%
TCM
261
Traub Capital Management
Massachusetts
$1.76M +$8.6K +82 +0.5%
MOS
262
MGO One Seven
Ohio
$1.73M +$246K +2,348 +16%
LOIM
263
Liberty One Investment Management
Illinois
$1.73M +$1.65M +15,733 +1,346%
HP
264
Holistic Planning
Texas
$1.69M -$5.77K -55 -0.3%
SFG
265
Sovereign Financial Group
Connecticut
$1.69M +$190K +1,816 +12%
TWM
266
TriaGen Wealth Management
California
$1.68M
CHJWM
267
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M -$65.2K -622 -4%
JF
268
Joule Financial
Kentucky
$1.64M +$1.4M +13,345 +502%
WWM
269
WJ Wealth Management
Arizona
$1.63M -$50.4K -481 -3%
BCI
270
Brinker Capital Investments
Pennsylvania
$1.62M -$546K -5,206 -25%
CG
271
CFO4Life Group
Texas
$1.59M +$6.29K +60 +0.4%
SIA
272
Soltis Investment Advisors
Utah
$1.52M +$419 +4 +0%
IIM
273
Ipswich Investment Management
Massachusetts
$1.51M +$1.55M +14,805 New
DIA
274
Dean Investment Associates
Ohio
$1.51M -$11.6M -110,970 -88%
BWM
275
Boyd Wealth Management
California
$1.46M +$210 +2 +0%