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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
TPI
376
Trust Point Inc
Wisconsin
$675K
XF
377
XML Financial
Maryland
$674K +$19K +181 +3%
CFGA
378
Cambridge Financial Group (Arizona)
Arizona
$674K
EFS
379
Essex Financial Services
Connecticut
$665K +$26K +248 +4%
CA
380
COFG Advisors
Illinois
$657K +$240K +2,288 +55%
SCM
381
Sterling Capital Management
North Carolina
$653K +$12.4K +118 +2%
WANY
382
Wealthspire Advisors (New York)
New York
$651K -$465K -4,437 -41%
CFP
383
Cascade Financial Partners
California
$637K
AAP
384
Arax Advisory Partners
Colorado
$627K -$8.6K -82 -1%
RW
385
Regimen Wealth
Georgia
$627K -$62.7K -598 -9%
JPWM
386
Jamison Private Wealth Management
Georgia
$611K
DWT
387
Dorsey & Whitney Trust
South Dakota
$607K +$23.1K +220 +4%
FA
388
Flagstar Advisors
New York
$603K +$94.3K +899 +18%
RBC
389
Roble Belko & Company
Pennsylvania
$600K -$5.35K -51 -0.9%
MCM
390
MAI Capital Management
Ohio
$592K +$105 +1 +0%
GAB
391
German American Bancorp
Indiana
$592K
EWM
392
Empirical Wealth Management
Washington
$590K
RMS
393
Retirement Management Systems
Maryland
$586K -$66.1K -630 -10%
KF
394
Ketron Financial
California
$586K +$13.6K +130 +2%
SW
395
Simplicity Wealth
New Jersey
$585K +$50.4K +481 +9%
MWM
396
Mission Wealth Management
California
$583K -$36.8K -351 -6%
MWM
397
Meridian Wealth Management
Kentucky
$583K +$32.5K +310 +6%
DFG
398
Dynamic Financial Group
Iowa
$580K +$105 +1 +0%
TFP
399
TrueWealth Financial Partners
Washington
$579K +$593K +5,659 New
Pathstone Holdings
400
Pathstone Holdings
New Jersey
$577K +$37.5K +358 +7%