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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
TA
51
Townsend & Associates
Colorado
$34.1M -$4.61M -43,975 -12%
PIAS
52
PCA Investment Advisory Services
Ohio
$32.8M +$1.93M +18,359 +6%
MWP
53
Madison Wealth Partners
Wisconsin
$31.9M +$18.5K +176 +0.1%
FWM
54
ForthRight Wealth Management
Georgia
$30.9M +$190K +1,816 +0.6%
DI
55
DDFG Inc
California
$30.4M +$1.79M +17,053 +6%
SCA
56
Southern Capital Advisors
Tennessee
$30.2M +$219K +2,090 +0.7%
KPWS
57
Kestra Private Wealth Services
Texas
$29.3M -$5.75M -54,785 -16%
DWAM
58
Duncan Williams Asset Management
Tennessee
$27.7M -$247K -2,354 -0.9%
VA
59
Vident Advisory
Georgia
$25.6M +$1.1M +10,478 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$25.5M -$4M -38,188 -13%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$25.2M -$14.8M -140,682 -36%
GAM
62
Gotham Asset Management
New York
$24.6M +$11.8M +112,478 +88%
GC
63
Garde Capital
Washington
$24.3M -$140K -1,336 -0.6%
WPW
64
Waldron Private Wealth
Pennsylvania
$24M -$551K -5,254 -2%
GWM
65
GDS Wealth Management
Texas
$23.3M -$1.4M -13,398 -6%
SA
66
Sanctuary Advisors
Indiana
$23.2M +$1.03M +9,814 +5%
SFA
67
Salus Financial Advisors
Colorado
$23M +$1.92M +18,274 +9%
APW
68
Alliance Private Wealth
Massachusetts
$22.6M +$248K +2,366 +1%
PAG
69
Private Advisor Group
New Jersey
$22.5M -$14.4M -137,015 -38%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$22.1M -$7.87K -75 -0%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$21.6M +$152K +1,453 +0.7%
SCM
72
Steele Capital Management
Iowa
$21.4M -$146K -1,391 -0.7%
KAS
73
Kestra Advisory Services
Texas
$21.1M +$3.94M +37,609 +22%
SWA
74
Strategies Wealth Advisors
Michigan
$20.8M -$790K -7,533 -4%
BWM
75
Birchcreek Wealth Management
Ohio
$20.6M +$264K +2,518 +1%