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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
OW
751
Olistico Wealth
Oklahoma
$7.36K
WAG
752
Wilkerson Advisory Group
Missouri
$7.02K
AF
753
Advisornet Financial
Minnesota
$6.54K
OFG
754
Oxford Financial Group
Indiana
$5.62K
FMP
755
Financial Management Professionals
Texas
$5.52K
AP
756
Atwood & Palmer
Missouri
$5.42K
FMII
757
Farmers & Merchants Investments Inc
Nebraska
$4.91K
CSB
758
City State Bank
Iowa
$4.91K
FLP
759
Financial Life Planners
Arizona
$4.65K
BNP Paribas Financial Markets
760
BNP Paribas Financial Markets
France
$4.6K
RF
761
Rossby Financial
Florida
$4.1K
MIM
762
MTM Investment Management
South Carolina
$4.09K
SWP
763
Strategic Wealth Partners
Ohio
$3.99K
HHGA
764
Halbert Hargrove Global Advisors
California
$3.78K
LWMI
765
Legacy Wealth Management (Idaho)
Idaho
$3.58K
RIA
766
Realta Investment Advisors
Delaware
$3.48K
PMIM
767
Prudent Man Investment Management
Colorado
$3.18K
CPBTD
768
Central Pacific Bank - Trust Division
Hawaii
$3.17K
VNA
769
Valley National Advisers
Pennsylvania
$3K
HPC
770
HM Payson & Co
Maine
$2.97K
MWC
771
MBM Wealth Consultants
Missouri
$2.96K
HWP
772
Highline Wealth Partners
California
$2.86K
MS
773
Monetary Solutions
Ohio
$2.35K
BWM
774
Bernard Wealth Management
Michigan
$2.15K
FC
775
Fairscale Capital
New Hampshire
$2.15K