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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
VWM
651
Vermillion Wealth Management
Minnesota
$132K
GJIA
652
Glass Jacobson Investment Advisors
Maryland
$127K +$30.7K +293 +31%
Bank Julius Baer & Co
653
Bank Julius Baer & Co
Switzerland
$126K
AWM
654
Angeles Wealth Management
California
$119K -$103K -986 -46%
IWM
655
IMG Wealth Management
Florida
$116K
MHR
656
Matthew Hamilton Rosenberg
$114K
CIAS
657
Capital Investment Advisory Services
North Carolina
$111K
TWIM
658
TIAA Wealth Investment Management
New York
$102K +$107K +1,019 New
PPC
659
Park Place Capital
Alabama
$99K +$419 +4 +0.4%
AIM
660
Anchor Investment Management
South Carolina
$95.9K -$21.9K -209 -18%
SAM
661
Smartleaf Asset Management
Massachusetts
$93.9K -$70K -668 -42%
AC
662
AlphaCore Capital
California
$92.1K -$16.3K -155 -15%
QT
663
Quantbot Technologies
New York
$91.7K +$94.1K +897 New
TPWA
664
Twin Peaks Wealth Advisors
California
$91.7K +$94K +896 New
ZBNA
665
Zions Bancorporation, National Association
Utah
$90.7K
RPC
666
Rossmore Private Capital
Connecticut
$90K
FC
667
Financial Consulate
Maryland
$83.6K
AW
668
Ankerstar Wealth
Texas
$79.9K -$31.5K -300 -28%
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79K
FHC
670
First Horizon Corporation
Tennessee
$77.1K
GSWM
671
Golden State Wealth Management
California
$74K +$315 +3 +0.4%
PCFFS
672
Pacific Center for Financial Services
California
$72.5K
AA
673
Ancora Advisors
Ohio
$70.5K
AWM
674
Abound Wealth Management
Tennessee
$67.2K +$105 +1 +0.2%
AF
675
Abound Financial
California
$66.5K -$16.4K -156 -19%