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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
LSA
326
Lansing Street Advisors
Pennsylvania
$978K -$51.4K -490 -5%
TRCT
327
Tower Research Capital (TRC)
New York
$969K +$994K +9,480 New
CB
328
Commerce Bank
Missouri
$957K -$10.5K -100 -1%
FAI
329
Fiduciary Advisors Inc
Missouri
$953K +$192K +1,833 +24%
RA
330
RFG Advisory
Alabama
$951K +$610K +5,815 +167%
IA
331
Inspire Advisors
Idaho
$945K +$424K +4,040 +78%
VAM
332
Verity Asset Management
North Carolina
$935K +$56.3K +537 +6%
GAA
333
Global Assets Advisory
Florida
$915K +$2.26M +21,564 +555%
UWM
334
USAdvisors Wealth Management
Minnesota
$910K -$4.3K -41 -0.5%
GFWA
335
Grey Fox Wealth Advisors
Delaware
$907K -$62.1K -592 -6%
KWM
336
Kingsview Wealth Management
Oregon
$907K +$105K +998 +13%
SCM
337
SummitPoint Capital Management
Colorado
$898K +$918K +8,755 New
PG
338
Patten Group
Tennessee
$897K +$50.6K +483 +6%
RP
339
Riverwater Partners
Wisconsin
$896K +$54K +515 +6%
EFL
340
ERn Financial LLC
Wisconsin
$895K +$5.14K +49 +0.6%
EWM
341
Evermay Wealth Management
Virginia
$894K -$51.8K -494 -5%
SIM
342
Synergy Investment Management
Florida
$893K +$61.2K +584 +7%
IFG
343
Independent Financial Group
California
$858K +$43.1K +411 +5%
MA
344
MONECO Advisors
Connecticut
$851K -$49.5K -472 -5%
EAM
345
Empirical Asset Management
Massachusetts
$849K -$1.05K -10 -0.1%
HWM
346
HB Wealth Management
Georgia
$844K -$29.6K -282 -3%
BWCS
347
Beirne Wealth Consulting Services
Connecticut
$844K +$31K +296 +4%
NWM
348
Northwest Wealth Management
Iowa
$829K -$629 -6 -0.1%
PSCM
349
Per Stirling Capital Management
Texas
$828K +$210 +2 +0%
WHCFA
350
William Howard & Co Financial Advisors
Tennessee
$824K