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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
WG
601
Watchman Group
Texas
$219K
PFA
602
Pinnacle Family Advisors
Missouri
$217K -$6.29K -60 -3%
NP
603
NorthRock Partners
Minnesota
$216K +$10.7K +102 +5%
FWM
604
Foguth Wealth Management
Michigan
$216K +$205K +1,956 New
GC
605
Gibson Capital
Pennsylvania
$215K
TIM
606
Total Investment Management
Arizona
$215K
FG
607
Fiduciary Group
Georgia
$215K
JF
608
JMN Financial
Ohio
$209K +$8.6K +82 +4%
Empower Advisory Group
609
Empower Advisory Group
Colorado
$208K -$25.7K -245 -11%
VAF
610
Values Added Financial
District of Columbia
$208K
FSAG
611
Financial Solutions Advisory Group
Illinois
$207K +$212K +2,025 New
FWP
612
Firethorn Wealth Partners
Georgia
$207K +$839 +8 +0.4%
PCP
613
Proficio Capital Partners
Massachusetts
$207K
BOSSRA
614
B.O.S.S. Retirement Advisors
Utah
$207K +$212K +2,022 New
CWM
615
Calamos Wealth Management
Illinois
$206K
Calamos Advisors
616
Calamos Advisors
Illinois
$206K +$211K +2,013 New
MA
617
MCF Advisors
Kentucky
$205K
SQA
618
Simon Quick Advisors
New Jersey
$205K +$839 +8 +0.4%
DWS
619
Discipline Wealth Solutions
South Carolina
$205K
MHIC
620
Marble Harbor Investment Counsel
Massachusetts
$205K
SA
621
Scarborough Advisors
Maryland
$204K +$209K +1,995 New
RA
622
Riverstone Advisors
Texas
$204K +$209K +1,993 New
CWM
623
Collaborative Wealth Management
Florida
$204K -$18.5K -176 -8%
KFGK
624
Keystone Financial Group (Kentucky)
Kentucky
$203K +$208K +1,984 New
EPA
625
Element Pointe Advisors
Florida
$203K