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
KWA
451
Kingswood Wealth Advisors
California
$441K -$275K -2,626 -38%
AWM
452
AE Wealth Management
Kansas
$441K +$142K +1,351 +46%
KHC
453
Koesten Hirschmann & Crabtree
Kansas
$439K -$31.5K -300 -7%
B
454
Bellecapital
Switzerland
$439K
IP
455
Indivisible Partners
Florida
$434K +$105 +1 +0%
GHA
456
Good Harbor Advisors
Massachusetts
$434K
NFG
457
Northbridge Financial Group
Florida
$433K -$38.3K -365 -8%
EIP
458
Ellis Investment Partners
Pennsylvania
$431K +$1.15K +11 +0.3%
TC
459
TFR Capital
Texas
$431K
CF
460
Collier Financial
Colorado
$431K +$40.9K +390 +10%
ZF
461
Zhang Financial
Michigan
$421K
WB
462
WesBanco Bank
West Virginia
$420K
PP
463
Patten & Patten
Tennessee
$416K
CAG
464
Csenge Advisory Group
Florida
$415K +$1.15K +11 +0.3%
BBL
465
Beck Bode LLC
Massachusetts
$411K +$1.57K +15 +0.4%
BTWM
466
Baker Tilly Wealth Management
Wisconsin
$409K
BFC
467
Bedel Financial Consulting
Indiana
$407K
FPH
468
Financial Planning Hawaii
Hawaii
$406K
FA
469
FF Advisors
California
$404K
SWM
470
SeaCrest Wealth Management
New York
$403K -$87.6K -835 -17%
UAG
471
United Advisor Group
Ohio
$401K +$1.47K +14 +0.4%
BOM
472
Bank of Marin
California
$401K +$10.7K +102 +3%
MIA
473
MMBG Investment Advisors
Florida
$401K
SI
474
Stephens Inc
Arkansas
$400K -$12.6K -120 -3%
MGAM
475
McGowan Group Asset Management
Texas
$400K +$1.47K +14 +0.4%