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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 (+$96.1M)

1% less funds holding

Funds holding: 794784 (-10)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
784
Holders Change
-10
Holders Change %
-1.26%
% 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
CPIG
626
Chicago Partners Investment Group
Illinois
$203K +$199K +1,899 New
MIM
627
Macroview Investment Management
Maryland
$202K +$629 +6 +0.3%
KA
628
Kovack Advisors
Florida
$200K -$10.7K -102 -5%
IAIM
629
International Assets Investment Management
Florida
$190K +$210 +2 +0.1%
EWA
630
EverSource Wealth Advisors
Alabama
$185K -$35.9K -342 -16%
TSMHT
631
Thurston Springer Miller Herd & Titak
Indiana
$185K +$154K +1,464 +426%
Qube Research & Technologies (QRT)
632
Qube Research & Technologies (QRT)
United Kingdom
$185K -$435K -4,146 -70%
FP
633
Financial Perspectives
Minnesota
$181K +$734 +7 +0.4%
FFC
634
First Financial Corp
Indiana
$180K
WP
635
WealthShield Partners
North Carolina
$180K +$629 +6 +0.3%
KFGG
636
Keystone Financial Group (Georgia)
Georgia
$179K +$734 +7 +0.4%
FDW
637
Fourth Dimension Wealth
Ohio
$178K -$11.4K -109 -6%
TIAAOA
638
Teachers Insurance & Annuity Association of America
New York
$174K
CW
639
Curio Wealth
Maryland
$171K
BBHC
640
Brown Brothers Harriman & Co
New York
$171K +$52.5K +501 +43%
BFP
641
Birchwood Financial Partners
Minnesota
$159K +$105 +1 +0.1%
ACA
642
Aptus Capital Advisors
Alabama
$155K -$10.1K -96 -6%
HC
643
Hoese & Co
Minnesota
$153K
CA
644
Clearstead Advisors
Ohio
$152K
AIC
645
Archer Investment Corporation
Indiana
$150K +$141K +1,340 +1,089%
AW
646
Avion Wealth
Texas
$147K
CA
647
CoreCap Advisors
Michigan
$141K -$16.4K -156 -10%
CIAS
648
CBIZ Investment Advisory Services
Ohio
$136K
ATPW
649
Ashton Thomas Private Wealth
Arizona
$136K +$139K +1,327 New
TCM
650
TD Capital Management
Tennessee
$135K