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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
AAS
401
Annex Advisory Services
Wisconsin
$571K -$31.5K -300 -5%
PIN
402
Prudent Investors Network
California
$570K -$10.1K -96 -2%
Bank of New York Mellon
403
Bank of New York Mellon
New York
$569K +$230K +2,197 +65%
BFWM
404
Bright Futures Wealth Management
New York
$569K -$28.2K -269 -5%
HGA
405
Hobbs Group Advisors
South Carolina
$561K -$2.41K -23 -0.4%
BFA
406
Beaumont Financial Advisors
Massachusetts
$551K
PFS
407
Prospect Financial Services
New York
$550K +$289K +2,752 +105%
Lido Advisors
408
Lido Advisors
California
$547K +$1.89K +18 +0.3%
PPW
409
Presilium Private Wealth
Pennsylvania
$544K +$4.61K +44 +0.8%
RFN
410
RDA Financial Network
Iowa
$541K -$93.4K -891 -14%
FAM
411
Forte Asset Management
New York
$541K
CWP
412
Cyndeo Wealth Partners
Florida
$535K +$1.89K +18 +0.3%
LSIA
413
LaSalle St. Investment Advisors
Illinois
$534K -$17.5K -167 -3%
PPWP
414
Premier Path Wealth Partners
New Jersey
$531K +$89.1K +850 +20%
BCM
415
BTC Capital Management
Iowa
$526K
GS
416
GWN Securities
Florida
$525K
SM
417
Sweeney & Michel
California
$522K +$2.1K +20 +0.4%
AC
418
AWM Capital
Arizona
$522K -$17.1K -163 -3%
Brown Advisory
419
Brown Advisory
Maryland
$515K -$43K -410 -8%
BCM
420
Becker Capital Management
Oregon
$513K
SFC
421
SYM Financial Corp
Indiana
$497K
SHIM
422
Stone House Investment Management
Pennsylvania
$495K +$3.98K +38 +0.8%
WTC
423
WhitTier Trust Company
Nevada
$491K
VAI
424
Vanguard Advisers Inc
Pennsylvania
$487K +$500K +4,764 New
VFA
425
Valeo Financial Advisors
Indiana
$485K -$79.1K -754 -14%