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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
BRWA
801
B. Riley Wealth Advisors
Florida
CAM
802
CPA Asset Management
Florida
BCM
803
Brookstone Capital Management
Illinois
FCG
804
Fielder Capital Group
Tennessee
Envestnet Portfolio Solutions
805
Envestnet Portfolio Solutions
Illinois
LA
806
Legacy Advisors
Pennsylvania
AF
807
Align Financial
Minnesota
JIC
808
Johnson Investment Counsel
Ohio
WGAM
809
Wilkinson Global Asset Management
New York
Thrivent Financial for Lutherans
810
Thrivent Financial for Lutherans
Minnesota
VP
811
Verum Partners
North Carolina
OA
812
Oxbow Advisors
Texas
HC
813
Headland Capital
South Carolina
BRWM
814
Blue Rock Wealth Management
North Carolina
KF
815
Krilogy Financial
Missouri
EP
816
Essential Partners
California
CWP
817
Concord Wealth Partners
Virginia
HWA
818
HHM Wealth Advisors
Tennessee
AWA
819
American Wealth Advisors
Georgia
QA
820
Quattro Advisors
Pennsylvania
BONH
821
Bank of New Hampshire
New Hampshire
GAFA
822
Garton & Associates Financial Advisors
Kentucky
PP
823
Pacifica Partners
Canada
PFG
824
Premier Financial Group
California
LAS
825
Lloyd Advisory Services
Georgia