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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
SC
501
Scotia Capital
Ontario, Canada
$351K
ML
502
McAdam LLC
Pennsylvania
$349K -$2.31K -22 -0.6%
FA
503
Fiduciary Alliance
South Carolina
$347K +$344K +3,283 New
CKAIS
504
Christensen King & Associates Investment Services
Washington
$346K -$21.6K -206 -6%
UFF
505
USA Financial Formulas
Michigan
$345K -$241K -2,301 -41%
CIC
506
Carnegie Investment Counsel
Ohio
$344K
DWA
507
Delap Wealth Advisory
Oregon
$339K
BCA
508
Bay Colony Advisors
Massachusetts
$339K
SWM
509
SFG Wealth Management
Maryland
$335K -$91.7K -874 -21%
SOS
510
Silver Oak Securities
Tennessee
$331K +$27.9K +266 +9%
GWAG
511
Garrett Wealth Advisory Group
Texas
$330K +$105 +1 +0%
TP
512
TritonPoint Partners
Maryland
$330K
HWMT
513
Heritage Wealth Management (Texas)
Texas
$329K
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$328K
VWA
515
Valued Wealth Advisors
Utah
$328K -$524 -5 -0.2%
GA
516
Greenspring Advisors
Maryland
$324K
HH
517
Hilltop Holdings
Texas
$324K +$36.8K +351 +12%
NGA
518
Naples Global Advisors
Florida
$322K -$2.62K -25 -0.8%
RWP
519
Ridgecrest Wealth Partners
California
$322K
WS
520
Wedbush Securities
California
$320K +$210 +2 +0.1%
Neuberger Berman Group
521
Neuberger Berman Group
New York
$319K
NRI
522
NFP Retirement Inc
California
$318K
CI
523
CX Institutional
Indiana
$317K -$15.9K -152 -5%
LWM
524
LongView Wealth Management
Georgia
$317K
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$316K