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iShares Core S&P US Value ETF
IUSV

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: 796 → 785 (-11)

4% less funds holding in top 10

Funds holding in top 10: 54 → 52 (-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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$129M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$129M
3
LPL Financial
LPL Financial
California
+$85.9M
4
EWS
Evergreen Wealth Solutions
Pennsylvania
+$46.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$70.3M
2
VWM
Venturi Wealth Management
Texas
-$53M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$52.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$25.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
776
MBM Wealth Consultants
Missouri
$2.96K +$3.04K +29 New
HWP
777
Highline Wealth Partners
California
$2.86K – – –
MS
778
Monetary Solutions
Ohio
$2.35K – – –
BWM
779
Bernard Wealth Management
Michigan
$2.15K – – –
FC
780
Fairscale Capital
New Hampshire
$2.15K – – –
MMCM
781
Murphy & Mullick Capital Management
New York
$1.64K – – –
CWM
782
Copia Wealth Management
Oregon
$716 -$105 -1 -13%
MPCG
783
Matrix Private Capital Group
New York
$716 +$734 +7 New
RFA
784
Register Financial Advisors
Georgia
$716 +$734 +7 New
DAM
785
Delta Asset Management
Tennessee
$332 – – –
KG
786
Kilter Group
New York
$228 – – –
IA
787
IFG Advisory
Georgia
– -$9.18M -89,533 Closed
SCM
788
SOL Capital Management
Maryland
– -$3.78M -36,900 Closed
CRM
789
Cramer Rosenthal McGlynn
Connecticut
– -$3.41M -33,282 Closed
FTUS
790
Flow Traders U.S.
New York
– -$3.39M -33,081 Closed
CG
791
Castellan Group
Kentucky
– -$3.05M -29,740 Closed
EIP
792
Easterly Investment Partners
Massachusetts
– -$2.28M -22,245 Closed
Susquehanna International Group
793
Susquehanna International Group
Pennsylvania
– -$1.96M -19,094 Closed
DAS
794
Diversify Advisory Services
Utah
– -$1.31M -12,406 Closed
TIAA Trust, National Association
795
TIAA Trust, National Association
North Carolina
– -$703K -6,854 Closed
AWM
796
Axxcess Wealth Management
California
– -$688K -6,705 Closed
YIH
797
Y-Intercept (HK)
Hong Kong
– -$608K -5,933 Closed
BCM
798
Boreal Capital Management
Florida
– -$527K -5,143 Closed
FA
799
Fortis Advisors
Pennsylvania
– -$518K -5,051 Closed
TF
800
Tompkins Financial
New York
– -$501K -4,883 Closed
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