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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
Truist Financial
101
Truist Financial
North Carolina
$11.5M
LFS
102
Lutz Financial Services
Nebraska
$11.4M
SWP
103
Stratos Wealth Partners
Ohio
$11.3M
EWA
104
ERTS Wealth Advisors
Michigan
$11.3M
Mariner
105
Mariner
Kansas
$10.9M
IWC
106
Integrated Wealth Concepts
Massachusetts
$10.9M
AL
107
ARWA LLC
Texas
$10.8M
CAG
108
Crestwood Advisors Group
Massachusetts
$10.7M
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$10.6M
TIM
110
Tortoise Investment Management
New York
$10.4M
SPC
111
Sigma Planning Corp
Michigan
$10.3M
DAS
112
Dynamic Advisor Solutions
Arizona
$9.99M
WC
113
Weil Company
California
$9.99M
SC
114
Sapient Capital
Indiana
$9.87M
QC
115
Quent Capital
New York
$9.85M
P
116
&Partners
Tennessee
$9.67M
COCM
117
Charter Oak Capital Management
New Hampshire
$9.57M
TPCW
118
TD Private Client Wealth
New York
$9.56M
IFA
119
Independence Financial Advisors
New Hampshire
$9.5M
FC
120
Financial Council
Maryland
$9.28M
ZIG
121
Zuckerman Investment Group
Illinois
$9.05M
IC
122
Iconiq Capital
California
$8.78M
Charles Schwab
123
Charles Schwab
California
$8.74M
AWA
124
Amplius Wealth Advisors
Pennsylvania
$8.65M
AZ
125
Alpha Zero
Florida
$8.51M