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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
BlackRock
176
BlackRock
New York
$4.53M +$296K +2,824 +7%
AMG
177
Asset Management Group
Connecticut
$4.45M -$433K -4,130 -9%
GVAG
178
Great Valley Advisor Group
Delaware
$4.36M +$855K +8,151 +24%
EIC
179
Equity Investment Corp
Georgia
$4.33M -$5.19M -49,526 -54%
Deutsche Bank
180
Deutsche Bank
Germany
$4.32M -$76.9K -733 -2%
IWM
181
IHT Wealth Management
Illinois
$4.16M -$74.2K -708 -2%
M&T Bank
182
M&T Bank
New York
$4.15M -$109K -1,042 -3%
HWA
183
Hilltop Wealth Advisors
North Carolina
$4.14M -$244K -2,325 -5%
B
184
Bailard
California
$4.1M +$67.8K +647 +2%
WMP
185
Wealth Management Partners
Arizona
$4.1M +$1.78K +17 +0%
MWM
186
Modern Wealth Management
Kansas
$4.05M -$268K -2,557 -6%
DDPIC
187
Deroy & Devereaux Private Investment Counsel
Michigan
$4.02M +$249K +2,370 +6%
OPTFSNA
188
Old Point Trust & Financial Services N A
Virginia
$3.99M +$833K +7,939 +26%
MYIA
189
Mount Yale Investment Advisors
Colorado
$3.99M +$4.09M +38,976 New
Northern Trust
190
Northern Trust
Illinois
$3.97M -$43.8K -418 -1%
WPWM
191
Windward Private Wealth Management
Kansas
$3.93M -$40.2K -383 -1%
OC
192
Oppenheimer & Co
New York
$3.9M +$161K +1,536 +4%
EWA
193
EP Wealth Advisors
California
$3.84M -$161K -1,534 -4%
GWM
194
Geneos Wealth Management
Colorado
$3.83M +$1.38M +13,136 +54%
FWP
195
Forefront Wealth Partners
Texas
$3.8M -$427K -4,069 -10%
BPA
196
Beacon Pointe Advisors
California
$3.8M +$2.59M +24,677 +198%
IAN
197
Integrated Advisors Network
Texas
$3.74M -$14.9M -142,414 -80%
GP
198
Greenline Partners
New York
$3.65M
SS
199
Sunbelt Securities
Texas
$3.53M -$304K -2,895 -8%
VFIC
200
Valley Forge Investment Consultants
Pennsylvania
$3.45M +$880K +8,393 +33%