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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
AQR Capital Management
201
AQR Capital Management
Connecticut
$3.42M +$302K +2,876 +9%
PWC
202
Pathfinder Wealth Consulting
North Carolina
$3.33M -$50.8K -484 -1%
CPW
203
Catalyst Private Wealth
California
$3.3M -$198K -1,885 -6%
TFA
204
Tobias Financial Advisors
Florida
$3.26M -$13.8K -132 -0.4%
LRIA
205
Leonard Rickey Investment Advisors
Washington
$3.24M -$87K -830 -3%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$3.21M -$16.5K -157 -0.5%
FM
207
Family Management
New York
$3.17M +$50.5K +482 +2%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$3.07M +$608K +5,801 +24%
HAG
209
HighPoint Advisor Group
Illinois
$3.04M -$105K -1,004 -3%
ACA
210
Atlas Capital Advisors
Wyoming
$3.02M +$66.1K +630 +2%
FFA
211
Farther Finance Advisors
California
$2.93M +$61.7K +588 +2%
Renaissance Technologies
212
Renaissance Technologies
New York
$2.92M -$2M -19,100 -40%
GPA
213
Guidance Point Advisors
Massachusetts
$2.92M +$58.9K +562 +2%
RSWA
214
Robinson Smith Wealth Advisors
Maine
$2.9M -$5.5M -52,425 -65%
AF
215
Apollon Financial
South Carolina
$2.84M +$811K +7,734 +39%
VFS
216
Valpey Financial Services
New Hampshire
$2.83M -$127K -1,210 -4%
SPIA
217
Steward Partners Investment Advisory
New York
$2.82M +$353K +3,368 +14%
ES
218
Eagle Strategies
New York
$2.82M +$62K +591 +2%
RWP
219
RWA Wealth Partners
Massachusetts
$2.81M +$710K +6,769 +33%
CWMK
220
Caliber Wealth Management (Kansas)
Kansas
$2.76M -$98.8K -942 -3%
ZIC
221
ZWJ Investment Counsel
Georgia
$2.75M +$51.9K +495 +2%
PFS
222
Prospera Financial Services
Texas
$2.75M +$174K +1,655 +7%
MMA
223
Miracle Mile Advisors
California
$2.72M -$36.4K -347 -1%
SWM
224
Sterling Wealth Management
Illinois
$2.68M +$9.54K +91 +0.3%
1CP
225
17 Capital Partners
Arizona
$2.62M -$436K -4,153 -14%