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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
IC
351
IEQ Capital
California
$813K -$31.6K -301 -4%
VCA
352
Verdence Capital Advisors
Maryland
$789K +$14.3K +136 +2%
TWA
353
Talisman Wealth Advisors
New Jersey
$788K -$152K -1,445 -16%
ICP
354
Interchange Capital Partners
Pennsylvania
$779K -$11.6K -111 -1%
WT
355
Whittier Trust
California
$773K
IWB
356
Innovative Wealth Building
Maryland
$770K +$9.75K +93 +1%
OCPWS
357
One Charles Private Wealth Services
Massachusetts
$770K -$217K -2,066 -22%
WC
358
Waterloo Capital
Texas
$766K +$87.4K +833 +13%
GIA
359
Gladstone Institutional Advisory
Florida
$765K -$149K -1,420 -16%
BM
360
Berman McAleer
Maryland
$756K +$8.49K +81 +1%
PCIA
361
Prime Capital Investment Advisors
Kansas
$751K +$209K +1,990 +37%
HPM
362
Hoxton Planning & Management
West Virginia
$751K +$17.8K +170 +2%
ESB
363
Essex Savings Bank
Connecticut
$745K +$154K +1,465 +25%
DADC
364
D.A. Davidson & Co
Montana
$743K +$8.6K +82 +1%
TSS
365
Two Sigma Securities
New York
$740K +$440K +4,200 +138%
CL
366
Choreo LLC
Illinois
$734K
S
367
Sachetta
Massachusetts
$732K +$41K +391 +6%
DCM
368
DGS Capital Management
New Jersey
$715K +$10.6K +101 +1%
FCM
369
Firestone Capital Management
Florida
$710K
BWMG
370
Barnes Wealth Management Group
California
$709K +$44K +420 +6%
GWP
371
Gateway Wealth Partners
Wisconsin
$708K +$726K +6,921 New
TCIIS
372
TIAA-CREF Individual & Institutional Services
New York
$703K +$721K +6,873 New
FTS
373
Fifth Third Securities
Ohio
$699K +$86K +820 +14%
DJSG
374
D.J. St. Germain
Massachusetts
$696K
CFS
375
Coordinated Financial Services
Colorado
$694K +$6.08K +58 +0.9%