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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
CG
526
Clifford Group
Massachusetts
$315K -$10.2K -97 -3%
SHFA
527
SC&H Financial Advisors
Maryland
$315K -$1.57K -15 -0.5%
SIAS
528
Summit Investment Advisory Services
Minnesota
$314K +$1.05K +10 +0.3%
FFA
529
Founders Financial Alliance
North Carolina
$313K +$309K +2,950 +2,682%
WP
530
Wealthspan Partners
Iowa
$313K -$31.7K -302 -9%
FNBOH
531
First National Bank of Hutchinson
Kansas
$309K -$68.8K -656 -18%
TBA
532
Tower Bridge Advisors
Pennsylvania
$307K +$315K +3,000 New
CW
533
CreativeOne Wealth
Kansas
$303K +$68.4K +652 +28%
MKW
534
Mullaney, Keating & Wright
Connecticut
$300K +$839 +8 +0.3%
PCM
535
Parsons Capital Management
Rhode Island
$297K
AF
536
Atala Financial
California
$297K
VPIM
537
Vanguard Personalized Indexing Management
California
$295K -$145K -1,387 -32%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$291K +$298K +2,846 New
AssetMark Inc
539
AssetMark Inc
California
$291K -$19.8K -189 -6%
SWP
540
Sagespring Wealth Partners
Tennessee
$290K -$30.9K -295 -9%
HFO
541
Heritage Family Offices
Arizona
$290K
KW
542
KWB Wealth
California
$289K
EWM
543
Elevatus Welath Management
New York
$287K -$2.52K -24 -0.8%
WCAMG
544
Woodard & Company Asset Management Group
North Carolina
$286K
BO
545
Bank OZK
Arkansas
$286K -$27.7K -264 -9%
RF
546
Roxbury Financial
New Jersey
$284K -$2.94K -28 -1%
TAFW
547
Tred Avon Family Wealth
Maryland
$280K +$287K +2,735 New
WCG
548
Weaver Consulting Group
California
$278K
AC
549
Apella Capital
Connecticut
$277K +$271K +2,588 New
DWP
550
Daymark Wealth Partners
Ohio
$276K -$2.52K -24 -0.9%