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iShares Core S&P US Value ETF

785 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 (+$95.6M)

1% less funds holding

Funds holding: 796785 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
785
Holders Change
-11
Holders Change %
-1.38%
% of All Funds
9.67%
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
CBT
726
Crews Bank & Trust
Florida
$18.4K
VCM
727
Viewpoint Capital Management
Washington
$18.4K
VWA
728
VSM Wealth Advisory
Maryland
$17.8K
NFSG
729
Newbridge Financial Services Group
Florida
$16.8K
M
730
MOTCO
Texas
$16.3K -$13.2K -126 -44%
SN
731
Sittner & Nelson
Oregon
$16.2K
CAL
732
Capital Advisors Ltd
Ohio
$16K
AP
733
Advisortrust Partners
North Carolina
$15.4K +$15.8K +151 New
RIL
734
Rothschild Investment LLC
Illinois
$15.3K
RFP
735
Root Financial Partners
California
$15.1K -$6.5K -62 -30%
JWM
736
JPL Wealth Management
Colorado
$15.1K +$15.5K +148 New
TWM
737
Topsail Wealth Management
North Carolina
$13.7K
RMP
738
Richards, Merrill & Peterson
Washington
$13.5K
CFG
739
Chapman Financial Group
Hawaii
$13.3K
SEP
740
Signature Equity Partners
Ohio
$13.3K +$105 +1 +0.8%
BC
741
Barrett & Company
Rhode Island
$12.6K
CHC
742
City Holding Co
West Virginia
$12.1K
PCA
743
Providence Capital Advisors
North Carolina
$12K
NEWAS
744
N.E.W. Advisory Services
Wisconsin
$11K
CTC
745
Central Trust Company
Missouri
$10.4K +$9.54K +91 +827%
IBOK
746
Independence Bank of Kentucky
Kentucky
$10.2K
MTIC
747
Missouri Trust & Investment Company
Missouri
$10.2K
DWP
748
Destiny Wealth Partners
Florida
$10.2K +$10.5K +100 New
SL
749
Salomon & Ludwin
Virginia
$9.95K
HAP
750
Harbor Asset Planning
Massachusetts
$9.15K +$105 +1 +1%