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 (+$96.1M)

1% less funds holding

Funds holding: 794784 (-10)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
784
Holders Change
-10
Holders Change %
-1.26%
% 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
HighTower Advisors
26
HighTower Advisors
Illinois
$73.4M +$1.05M +10,010 +1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$72.7M -$3.44M -32,785 -4%
PS
28
Principal Securities
Iowa
$71.8M +$7.81M +74,434 +12%
SFA
29
Sequoia Financial Advisors
Ohio
$71.1M +$37.8K +360 +0.1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$67.3M -$52.8M -503,071 -43%
MSWM
31
McGlone Suttner Wealth Management
Wisconsin
$66.8M +$989K +9,428 +1%
AF
32
Allworth Financial
California
$61.1M -$1.51M -14,356 -2%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$58.2M -$4.63M -44,143 -7%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$53.7M -$1.89M -18,014 -3%
Osaic Holdings
35
Osaic Holdings
Arizona
$52.5M +$1.12M +10,726 +2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$48.9M +$720K +6,864 +1%
NFG
37
Nadler Financial Group
Illinois
$46.4M -$515K -4,909 -1%
CRC
38
Curi RMB Capital
Illinois
$46M +$14.5M +138,672 +45%
EWS
39
Evergreen Wealth Solutions
Pennsylvania
$45.3M +$46.5M +442,950 New
Goldman Sachs
40
Goldman Sachs
New York
$44.5M -$13.2M -125,430 -22%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$42.8M -$3.17M -30,215 -7%
Ameriprise
42
Ameriprise
Minnesota
$42.7M -$200K -1,910 -0.5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$41.7M -$2.93M -27,921 -6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$40.1M -$6.36M -60,690 -13%
TLA
45
Tanglewood Legacy Advisors
Texas
$39M +$2.66M +25,354 +7%
AUB
46
Atlantic Union Bankshares
Virginia
$37.6M +$688K +6,560 +2%
VC
47
Veracity Capital
Georgia
$36.9M -$4.62M -44,095 -11%
HR
48
Howe & Rusling
New York
$36.7M +$993K +9,474 +3%
HFS
49
Hantz Financial Services
Michigan
$36.6M +$1.13M +10,731 +3%
Financial Engines Advisors
50
Financial Engines Advisors
California
$35.2M +$5.84M +55,709 +19%