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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 (+$95.5M)

2% less funds holding

Funds holding: 796784 (-12)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
784
Holders Change
-12
Holders Change %
-1.51%
% 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
BWM
301
Brickley Wealth Management
California
$1.21M
RIS
302
Richmond Investment Services
Wisconsin
$1.2M +$250K +2,386 +26%
BFG
303
Bleakley Financial Group
New Jersey
$1.18M +$111K +1,062 +10%
Bessemer Group
304
Bessemer Group
New Jersey
$1.18M +$417K +3,975 +53%
ATC
305
Argent Trust Co
Tennessee
$1.17M +$49.5K +472 +4%
VCP
306
Verus Capital Partners
Arizona
$1.14M +$22.3K +213 +2%
EIA
307
Eldridge Investment Advisors
New Hampshire
$1.14M -$23.5K -224 -2%
PIA
308
Perennial Investment Advisors
California
$1.13M +$178K +1,694 +18%
AEPWM
309
Atlantic Edge Private Wealth Management
Florida
$1.12M +$9.96K +95 +0.9%
CCM
310
Coldstream Capital Management
Washington
$1.11M +$9.96K +95 +0.9%
NL
311
NWAM LLC
Washington
$1.11M -$91K -868 -7%
PFA
312
Pure Financial Advisors
California
$1.09M -$2.1K -20 -0.2%
WPC
313
White Pine Capital
Minnesota
$1.07M
SIS
314
Sound Income Strategies
Florida
$1.06M -$10.7K -102 -1%
SWA
315
Stratos Wealth Advisors
Ohio
$1.04M +$1.36K +13 +0.1%
Jane Street
316
Jane Street
New York
$1.04M +$1.06M +10,136 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.03M +$315 +3 +0%
WIA
318
World Investment Advisors
California
$1.02M +$3.67K +35 +0.4%
MMPW
319
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$1.05K +10 +0.1%
PFM
320
Phillips Financial Management
Indiana
$1.01M -$205K -1,955 -16%
TCWM
321
Total Clarity Wealth Management
Illinois
$1.01M +$554K +5,282 +115%
EWA
322
Elevate Wealth Advisory
Georgia
$997K +$5.14K +49 +0.5%
RWRC
323
R.W. Roge & Company
New York
$989K -$3.98K -38 -0.4%
CFO
324
Collective Family Office
Pennsylvania
$981K -$367K -3,500 -27%
MGIA
325
Moneta Group Investment Advisors
Missouri
$979K -$63.3K -604 -6%