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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
VCM
726
Viewpoint Capital Management
Washington
$18.4K
VWA
727
VSM Wealth Advisory
Maryland
$17.8K
NFSG
728
Newbridge Financial Services Group
Florida
$16.8K
M
729
MOTCO
Texas
$16.3K -$13.2K -126 -44%
SN
730
Sittner & Nelson
Oregon
$16.2K
CAL
731
Capital Advisors Ltd
Ohio
$16K
AP
732
Advisortrust Partners
North Carolina
$15.4K +$15.8K +151 New
RIL
733
Rothschild Investment LLC
Illinois
$15.3K
RFP
734
Root Financial Partners
California
$15.1K -$6.5K -62 -30%
JWM
735
JPL Wealth Management
Colorado
$15.1K +$15.5K +148 New
TWM
736
Topsail Wealth Management
North Carolina
$13.7K
RMP
737
Richards, Merrill & Peterson
Washington
$13.5K
CFG
738
Chapman Financial Group
Hawaii
$13.3K
SEP
739
Signature Equity Partners
Ohio
$13.3K +$105 +1 +0.8%
BC
740
Barrett & Company
Rhode Island
$12.6K
CHC
741
City Holding Co
West Virginia
$12.1K
PCA
742
Providence Capital Advisors
North Carolina
$12K
NEWAS
743
N.E.W. Advisory Services
Wisconsin
$11K
CTC
744
Central Trust Company
Missouri
$10.4K +$9.54K +91 +827%
IBOK
745
Independence Bank of Kentucky
Kentucky
$10.2K
MTIC
746
Missouri Trust & Investment Company
Missouri
$10.2K
DWP
747
Destiny Wealth Partners
Florida
$10.2K +$10.5K +100 New
SL
748
Salomon & Ludwin
Virginia
$9.95K
HAP
749
Harbor Asset Planning
Massachusetts
$9.15K +$105 +1 +1%
GCM
750
Gunpowder Capital Management
Maryland
$8.79K