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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
AI
101
Atria Investments
North Carolina
$12.1M -$5.32M -50,759 -30%
Truist Financial
102
Truist Financial
North Carolina
$11.5M -$3.04M -28,987 -20%
LFS
103
Lutz Financial Services
Nebraska
$11.4M -$81.1K -773 -0.7%
SWP
104
Stratos Wealth Partners
Ohio
$11.3M +$195K +1,855 +2%
EWA
105
ERTS Wealth Advisors
Michigan
$11.3M -$406K -3,867 -3%
Mariner
106
Mariner
Kansas
$10.9M +$182K +1,738 +2%
IWC
107
Integrated Wealth Concepts
Massachusetts
$10.9M +$287K +2,735 +3%
AL
108
ARWA LLC
Texas
$10.8M +$956K +9,115 +10%
CAG
109
Crestwood Advisors Group
Massachusetts
$10.7M +$8.4M +80,138 +325%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$10.6M +$3.83M +36,509 +54%
TIM
111
Tortoise Investment Management
New York
$10.4M -$251K -2,397 -2%
SPC
112
Sigma Planning Corp
Michigan
$10.3M -$829K -7,902 -7%
DAS
113
Dynamic Advisor Solutions
Arizona
$9.99M +$187K +1,784 +2%
WC
114
Weil Company
California
$9.99M +$1.75M +16,720 +21%
SC
115
Sapient Capital
Indiana
$9.87M +$32K +305 +0.3%
QC
116
Quent Capital
New York
$9.85M -$240K -2,286 -2%
P
117
&Partners
Tennessee
$9.67M -$126K -1,202 -1%
COCM
118
Charter Oak Capital Management
New Hampshire
$9.57M +$383K +3,654 +4%
TPCW
119
TD Private Client Wealth
New York
$9.56M -$1.22M -11,664 -11%
IFA
120
Independence Financial Advisors
New Hampshire
$9.5M -$2.7M -25,762 -22%
FC
121
Financial Council
Maryland
$9.28M +$33.5K +319 +0.4%
ZIG
122
Zuckerman Investment Group
Illinois
$9.05M +$575K +5,479 +7%
IC
123
Iconiq Capital
California
$8.78M
Charles Schwab
124
Charles Schwab
California
$8.74M -$1.05M -10,021 -10%
AWA
125
Amplius Wealth Advisors
Pennsylvania
$8.65M -$278K -2,649 -3%