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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
CWP
151
Corepath Wealth Partners
Arizona
$6.02M +$26.8K +256 +0.4%
CM
152
Columbus Macro
Pennsylvania
$6.01M +$124K +1,178 +2%
DWM
153
Defined Wealth Management
Oregon
$5.95M +$50.5K +482 +0.8%
AAS
154
Ameritas Advisory Services
Nebraska
$5.91M -$929K -8,860 -13%
AWA
155
Arkadios Wealth Advisors
Georgia
$5.87M +$717K +6,839 +14%
SF
156
Summit Financial
New Jersey
$5.81M +$424K +4,047 +8%
SCM
157
SCS Capital Management
Massachusetts
$5.77M
ASN
158
Advisory Services Network
Georgia
$5.72M +$4.37M +41,685 +293%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.57M -$265K -2,528 -4%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$5.5M +$5.26M +50,122 +1,366%
1WA
161
180 Wealth Advisors
Washington
$5.44M -$103K -983 -2%
RSWM
162
Robertson Stephens Wealth Management
California
$5.4M -$918K -8,755 -14%
EFM
163
Eley Financial Management
Vermont
$5.27M +$85.5K +815 +2%
SWM
164
Spire Wealth Management
Virginia
$5.26M -$113K -1,077 -2%
PWM
165
Perigon Wealth Management
California
$5.15M -$79.6K -759 -1%
OCA
166
OpenArc Corporate Advisory
Georgia
$5.06M -$444K -4,234 -8%
SWP
167
Summit Wealth Partners
Florida
$5M +$98.2K +936 +2%
EPM
168
Elm Partners Management
Pennsylvania
$5M +$485K +4,623 +10%
SCP
169
Stevens Capital Partners
Nebraska
$4.91M -$376K -3,585 -7%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$4.9M -$2.23M -21,219 -31%
VPW
171
Variant Private Wealth
Virginia
$4.88M +$18.8K +179 +0.4%
US Bancorp
172
US Bancorp
Minnesota
$4.76M -$12.4K -118 -0.3%
EFH
173
Eaton Financial Holdings
Florida
$4.75M -$349K -3,331 -7%
BCG
174
Breakwater Capital Group
New Jersey
$4.67M -$101K -959 -2%
VA
175
VestGen Advisors
Illinois
$4.57M +$3.21M +30,649 +269%