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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
TC
676
Truvestments Capital
Florida
$66.5K
BCWM
677
Bartlett & Co Wealth Management
Ohio
$65.7K
FF
678
Finley Financial
Nevada
$65.4K
MBFW
679
Morton Brown Family Wealth
Pennsylvania
$59.1K
SMA
680
Sage Mountain Advisors
Georgia
$57.2K
Franklin Resources
681
Franklin Resources
California
$53.5K
BWL
682
Bogart Wealth LLC
Virginia
$53.1K
PCTC
683
Perkins Coie Trust Company
Washington
$52.4K
MFT
684
Moisand Fitzgerald Tamayo
Florida
$51.6K
SIC
685
SJS Investment Consulting
Ohio
$51.2K +$52.5K +501 New
AT
686
Arlington Trust
Alabama
$51.1K
GI
687
GAMMA Investing
California
$50.6K +$29.7K +283 +133%
TFGT
688
TS Financial Group (TSFG)
Illinois
$50K
WCM
689
Winthrop Capital Management
Indiana
$50K
DFA
690
DHJJ Financial Advisors
Illinois
$48.7K +$49.9K +476 New
DWM
691
Darwin Wealth Management
Florida
$48.1K +$49.3K +470 New
1NWS
692
1 North Wealth Services
Maryland
$46K -$47.2K -450 -50%
SWIM
693
Smallwood Wealth Investment Management
New Jersey
$45.5K
MG
694
Mather Group
Illinois
$45.4K +$46.6K +444 New
HHCP
695
Hilton Head Capital Partners
South Carolina
$45.2K
MB
696
MidFirst Bank
Oklahoma
$44.4K -$2.41K -23 -5%
TLFA
697
True Link Financial Advisors
California
$41.6K +$42.7K +407 New
NS
698
NBC Securities
Alabama
$40.9K
HPBT
699
Hickory Point Bank & Trust
Illinois
$40.9K +$41.9K +400 New
VR
700
Vision Retirement
New Jersey
$40.5K +$210 +2 +0.5%