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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
EWP
701
Elevation Wealth Partners
California
$39.3K
MJRIC
702
Mogy Joel R Investment Counsel
California
$38.3K
PWA
703
Physician Wealth Advisors
Utah
$36.4K +$37.3K +356 New
SWM
704
SHP Wealth Management
Massachusetts
$34.2K -$7.66K -73 -18%
HIMS
705
Hager Investment Management Services
New Hampshire
$32.9K
MFC
706
Mechanics Financial Corp
Ohio
$32.4K
NI
707
NCP Inc
California
$29.7K
ST
708
Smithfield Trust
Pennsylvania
$29K
DIP
709
DT Investment Partners
Pennsylvania
$28.9K
FWP
710
FAS Wealth Partners
Kansas
$28.7K +$29.5K +281 New
EWM
711
Evolution Wealth Management
Florida
$28.7K
HIA
712
Harbor Investment Advisory
Maryland
$26.5K -$2.2K -21 -8%
BIA
713
Bell Investment Advisors
California
$26.4K
CB
714
CNB Bank
Pennsylvania
$25.6K
PMFA
715
Plante Moran Financial Advisors
Michigan
$25.6K
SAM
716
Sherman Asset Management
California
$24.5K
IWP
717
IAG Wealth Partners
Wisconsin
$24.1K -$98.3K -937 -80%
DWA
718
Dougherty Wealth Advisers
Minnesota
$23.5K -$11.3K -108 -32%
PAI
719
Pittenger & Anderson Inc
Nebraska
$22.1K +$22.7K +216 New
CSC
720
Caldwell Sutter Capital
California
$21.9K
CT
721
Caldwell Trust
Florida
$20.6K -$7.34K -70 -26%
NRG
722
Nemes Rush Group
Michigan
$19.9K +$13.1K +125 +179%
BLC
723
Brown, Lisle/Cummings
Rhode Island
$18.9K +$3.67K +35 +23%
SGFG
724
Silver Grove Financial Group
New York
$18.9K +$19.4K +185 New
CBT
725
Crews Bank & Trust
Florida
$18.4K