We are live on ! Find out more
IUSV icon

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
BW
426
BIP Wealth
Georgia
$484K +$65.3K +623 +15%
BFS
427
Bradley Foster & Sargent
Connecticut
$483K
EWA
428
Exencial Wealth Advisors
Oklahoma
$480K +$944 +9 +0.2%
CVA
429
Central Valley Advisors
California
$480K +$492K +4,694 New
VFG
430
Victory Financial Group
Texas
$477K +$34.6K +330 +8%
MWM
431
Mascoma Wealth Management
New Hampshire
$475K
Russell Investments Group
432
Russell Investments Group
United Kingdom
$474K +$339K +3,233 +230%
BH
433
Burk Holdings
Oklahoma
$474K +$1.57K +15 +0.3%
MCM
434
Mitchell Capital Management
Kansas
$473K -$126K -1,199 -21%
PA
435
Parallel Advisors
California
$471K -$27.2K -259 -5%
CL
436
CIM LLC
New York
$469K -$210 -2 -0%
BWM
437
Braeburn Wealth Management
Michigan
$469K -$70K -668 -13%
CCM
438
Cutler Capital Management
Massachusetts
$465K
FFP
439
FourThought Financial Partners
Florida
$464K -$15.7K -150 -3%
CIA
440
Choate Investment Advisors
Massachusetts
$460K
IIM
441
Invariant Investment Management
Pennsylvania
$454K +$1.36K +13 +0.3%
NG
442
Norden Group
Utah
$452K
ME
443
McIlrath & Eck
Washington
$452K +$182K +1,736 +65%
VT
444
Vise Technologies
New York
$451K
USCWA
445
U.S. Capital Wealth Advisors
Texas
$450K -$5.1M -48,658 -92%
Bank of Montreal
446
Bank of Montreal
Ontario, Canada
$450K -$87.6K -835 -16%
IAG
447
Investment Advisory Group
Massachusetts
$449K
TPWA
448
TRUE Private Wealth Advisors
Oregon
$448K +$419 +4 +0.1%
VWM
449
Vigil Wealth Management
Florida
$446K -$1.89K -18 -0.4%
CA
450
Claro Advisors
Massachusetts
$444K +$22.3K +213 +5%