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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
SWRP
576
Summit Wealth & Retirement Planning
California
$240K
Legacy Financial Group (Iowa)
577
Legacy Financial Group (Iowa)
Iowa
$238K -$40.8K -389 -14%
OA
578
Operose Advisors
Wisconsin
$237K
FWP
579
Falcon Wealth Planning
California
$236K
PWP
580
Prasad Wealth Partners
Ohio
$235K -$15.6K -149 -6%
CA
581
Continuum Advisory
Idaho
$235K +$734 +7 +0.3%
I
582
INVST
Indiana
$235K +$241K +2,295 New
T
583
Tidemark
California
$235K +$241K +2,295 New
PCA
584
Pallas Capital Advisors
Massachusetts
$232K
TCM
585
Traynor Capital Management
Pennsylvania
$231K +$241K +2,299 New
AWM
586
Accel Wealth Management
Iowa
$230K
KFI
587
Key Financial Inc
Pennsylvania
$229K
PSA
588
Plum Street Advisors
Louisiana
$229K -$1.26K -12 -0.5%
SRCM
589
Signature Resources Capital Management
California
$229K +$3.04K +29 +1%
UWPG
590
Ullmann Wealth Partners Group
Florida
$228K +$1.15K +11 +0.5%
IAS
591
Insigneo Advisory Services
Florida
$228K
VWA
592
Visionary Wealth Advisors
Illinois
$227K
Tudor Investment Corp
593
Tudor Investment Corp
Connecticut
$227K -$6.11M -58,258 -96%
IA
594
IFP Advisors
Florida
$226K -$179K -1,706 -44%
STA
595
Summit Trail Advisors
New York
$226K -$75.1K -716 -24%
NEPWA
596
New England Private Wealth Advisors
Massachusetts
$224K +$944 +9 +0.4%
LFG
597
Larson Financial Group
Missouri
$224K +$524 +5 +0.2%
QCM
598
QRG Capital Management
Illinois
$220K +$225K +2,148 New
DC
599
Davenport & Co
Virginia
$219K -$9.23K -88 -4%
CAL
600
Capital Analysts LLC
Pennsylvania
$219K -$18.5K -176 -8%