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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
National Bank of Canada
476
National Bank of Canada
Quebec, Canada
$400K -$3.36K -32 -0.8%
TI
477
Tidal Investments
Wisconsin
$398K +$409K +3,897 New
AWM
478
Aprio Wealth Management
Georgia
$397K -$412K -3,927 -50%
PRP
479
Peak Retirement Planning
Ohio
$391K -$629 -6 -0.2%
SAI
480
Savvy Advisors Inc
New York
$389K +$24.7K +236 +7%
MPW
481
Melone Private Wealth
Michigan
$389K +$839 +8 +0.2%
DE
482
Diversified Enterprises
Delaware
$383K -$6.4K -61 -2%
RFN
483
Redwood Financial Network
Ohio
$382K +$10.1K +96 +3%
SG
484
StoneX Group
New York
$380K -$191K -1,819 -33%
LI
485
LRI Investments
Florida
$379K
CT
486
Colonial Trust
South Carolina
$377K
PCH
487
PGIM Custom Harvest
New Jersey
$377K
IF
488
Intrua Financial
Texas
$376K +$10.6K +101 +3%
LFA
489
Lauterbach Financial Advisors
Texas
$376K -$1.68K -16 -0.4%
WA
490
Wealth Alliance
New York
$375K -$16.8K -160 -4%
SA
491
Sovran Advisors
California
$370K +$58.8K +561 +20%
ADL
492
Asset Dedication LLC
California
$366K +$57.9K +552 +18%
FRA
493
Front Row Advisors
California
$364K
CAM
494
Cozad Asset Management
Illinois
$363K
LIM
495
Leavell Investment Management
Alabama
$360K
CIA
496
Compass Ion Advisors
Pennsylvania
$359K +$58K +553 +19%
SSWM
497
Sheets Smith Wealth Management
North Carolina
$357K +$524 +5 +0.1%
ISFAN
498
Investor's Fiduciary Advisor Network
Washington
$356K -$734 -7 -0.2%
AWAP
499
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$355K +$105 +1 +0%
AT
500
American Trust
Kentucky
$352K -$76K -725 -17%