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iShares Core S&P US Value ETF

780 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$286K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Townsend & Associates
Colorado
$34.1M
PIAS
52
PCA Investment Advisory Services
Ohio
$32.8M
MWP
53
Madison Wealth Partners
Wisconsin
$31.9M
FWM
54
ForthRight Wealth Management
Georgia
$30.9M
DI
55
DDFG Inc
California
$30.4M
SCA
56
Southern Capital Advisors
Tennessee
$30.2M
KPWS
57
Kestra Private Wealth Services
Texas
$29.3M
DWAM
58
Duncan Williams Asset Management
Tennessee
$27.7M
VA
59
Vident Advisory
Georgia
$25.6M
MML Investors Services
60
MML Investors Services
Massachusetts
$25.5M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$25.2M
GAM
62
Gotham Asset Management
New York
$24.6M
GC
63
Garde Capital
Washington
$24.3M
WPW
64
Waldron Private Wealth
Pennsylvania
$24M
GWM
65
GDS Wealth Management
Texas
$23.3M
SA
66
Sanctuary Advisors
Indiana
$23.2M
SFA
67
Salus Financial Advisors
Colorado
$23M
APW
68
Alliance Private Wealth
Massachusetts
$22.6M
PAG
69
Private Advisor Group
New Jersey
$22.5M
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$22.1M
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$21.6M
SCM
72
Steele Capital Management
Iowa
$21.4M
KAS
73
Kestra Advisory Services
Texas
$21.1M
SWA
74
Strategies Wealth Advisors
Michigan
$20.8M
BWM
75
Birchcreek Wealth Management
Ohio
$20.6M