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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
HSA
551
HBK Sorce Advisory
Pennsylvania
$276K +$266K +2,536 New
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$274K +$105 +1 +0%
HL
553
HeadInvest LLC
Maine
$273K
GWM
554
Greenhouse Wealth Management
Connecticut
$272K
Fisher Asset Management
555
Fisher Asset Management
Washington
$269K -$171K -1,628 -38%
OWA
556
Octavia Wealth Advisors
Ohio
$269K
PA
557
Pinnacle Associates
New York
$268K -$4.72K -45 -2%
MIAS
558
Mason Investment Advisory Services
Virginia
$268K
HSG
559
Helen Stephens Group
Texas
$267K
KA
560
Klingman & Associates
New York
$267K
OAM
561
Oak Asset Management
California
$266K +$7.87K +75 +3%
TC
562
Trilogy Capital
California
$265K +$35.3K +337 +15%
EWM
563
Elevation Wealth Management
Minnesota
$261K
HSWM
564
Hubbell Strickland Wealth Management
Louisiana
$258K +$1.05K +10 +0.4%
FF
565
Francis Financial
$258K
GFA
566
Godfrey Financial Associates
New York
$255K
SWGC
567
Summit Wealth Group (Colorado)
Colorado
$255K
NSIM
568
North Star Investment Management
Illinois
$254K
FWM
569
Fingerlakes Wealth Management
New York
$254K +$1.05K +10 +0.4%
BSSFA
570
Baron Silver Stevens Financial Advisors
Florida
$251K +$13K +124 +5%
AWM
571
Apollon Wealth Management
South Carolina
$249K +$38K +362 +17%
First Trust Advisors
572
First Trust Advisors
Illinois
$247K +$16.7K +159 +7%
HFS
573
Hopwood Financial Services
Virginia
$246K
HIP
574
HUB Investment Partners
Texas
$244K +$250K +2,384 New
MWAM
575
Manhattan West Asset Management
California
$243K