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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
AZ
126
Alpha Zero
Florida
$8.51M +$168K +1,599 +2%
AllianceBernstein
127
AllianceBernstein
Tennessee
$8.44M -$801K -7,640 -8%
FFG
128
Foundry Financial Group
New Hampshire
$8.22M +$158K +1,508 +2%
HWM
129
HighMark Wealth Management
Minnesota
$8.21M +$392K +3,739 +5%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$8.1M +$423K +4,030 +5%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$7.94M +$4.03M +38,477 +98%
CWA
132
Canvas Wealth Advisors
Kansas
$7.84M +$227K +2,163 +3%
OIA
133
OneDigital Investment Advisors
Kansas
$7.74M +$6.71K +64 +0.1%
MWA
134
Motive Wealth Advisors
Michigan
$7.69M -$71K -677 -0.9%
FCM
135
Family Capital Management
Michigan
$7.67M +$2.63M +25,107 +50%
SF
136
Symphony Financial
Texas
$7.57M -$486K -4,632 -6%
CNTOF
137
Canandaigua National Trust of Florida
New York
$7.54M -$38.4K -366 -0.5%
GFA
138
Gallagher Fiduciary Advisors
Illinois
$7.29M +$946K +9,017 +14%
CF
139
Centaurus Financial
California
$7.28M -$9.98M -95,174 -57%
LSL
140
Legacy Solutions LLC
Pennsylvania
$7.23M -$436K -4,158 -6%
IAA
141
Independent Advisor Alliance
North Carolina
$7.18M +$7.36M +70,222 New
Cerity Partners
142
Cerity Partners
New York
$7.17M +$3.83M +36,520 +109%
CAC
143
Certified Advisory Corp
Florida
$7.03M -$4.76M -45,402 -40%
CBU
144
CIBC Bancorp USA
Illinois
$6.99M +$7.17M +68,355 New
VA
145
Valmark Advisers
Ohio
$6.91M -$306K -2,918 -4%
IA
146
Integrity Alliance
Iowa
$6.87M +$399K +3,809 +6%
TFP
147
Townsend Financial Planning
Kentucky
$6.76M +$175K +1,672 +3%
AWM
148
Able Wealth Management
New Jersey
$6.64M +$149K +1,423 +2%
MA
149
Mutual Advisors
Nebraska
$6.54M +$136K +1,298 +2%
BWA
150
Beam Wealth Advisors
Louisiana
$6.22M -$84K -801 -1%