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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
AP
801
Americana Partners
Texas
-$449K -4,376 Closed
AAM
802
Augustine Asset Management
Florida
-$441K -4,304 Closed
EI
803
eCIO Inc
Wisconsin
-$375K -3,657 Closed
BRWA
804
B. Riley Wealth Advisors
Florida
-$367K -3,579 Closed
CAM
805
CPA Asset Management
Florida
-$326K -3,180 Closed
BCM
806
Brookstone Capital Management
Illinois
-$316K -3,080 Closed
FCG
807
Fielder Capital Group
Tennessee
-$299K -2,915 Closed
Envestnet Portfolio Solutions
808
Envestnet Portfolio Solutions
Illinois
-$290K -2,828 Closed
LA
809
Legacy Advisors
Pennsylvania
-$237K -2,311 Closed
AF
810
Align Financial
Minnesota
-$2.26M -2,256 Closed
JIC
811
Johnson Investment Counsel
Ohio
-$225K -2,197 Closed
WGAM
812
Wilkinson Global Asset Management
New York
-$225K -2,190 Closed
Thrivent Financial for Lutherans
813
Thrivent Financial for Lutherans
Minnesota
-$223K -2,160 Closed
VP
814
Verum Partners
North Carolina
-$216K -2,105 Closed
OA
815
Oxbow Advisors
Texas
-$211K -2,061 Closed
HC
816
Headland Capital
South Carolina
-$202K -1,968 Closed
BRWM
817
Blue Rock Wealth Management
North Carolina
-$201K -1,960 Closed
KF
818
Krilogy Financial
Missouri
-$203K -1,928 Closed
EP
819
Essential Partners
California
-$67.7K -660 Closed
CWP
820
Concord Wealth Partners
Virginia
-$51.7K -504 Closed
HWA
821
HHM Wealth Advisors
Tennessee
-$50K -488 Closed
AWA
822
American Wealth Advisors
Georgia
-$48.5K -473 Closed
QA
823
Quattro Advisors
Pennsylvania
-$45.7K -446 Closed
BONH
824
Bank of New Hampshire
New Hampshire
-$43.4K -423 Closed
GAFA
825
Garton & Associates Financial Advisors
Kentucky
-$36.9K -360 Closed