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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
Bank of America
1
Bank of America
North Carolina
$8.53B -$2.82M -26,908 -0%
LPL Financial
2
LPL Financial
California
$1.76B +$85.9M +819,093 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.01B +$14.6M +138,830 +1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$768M +$129M +1,234,205 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$733M +$129M +1,227,412 +21%
S
6
SignatureFD
Georgia
$475M +$7.19M +68,523 +1%
BTI
7
Blue Trust Inc
Georgia
$437M -$17M -162,284 -4%
KIM
8
Kestra Investment Management
Texas
$398M +$12.7M +121,202 +3%
AL
9
Aspiriant LLC
California
$377M +$10.6M +100,859 +3%
MFG
10
Merit Financial Group
Georgia
$285M +$20.3M +193,997 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$209M -$25.4M -242,687 -10%
Raymond James Financial
12
Raymond James Financial
Florida
$168M -$8.42M -80,325 -5%
UBS Group
13
UBS Group
Switzerland
$164M -$1.35M -12,880 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$154M +$3.13M +29,887 +2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$147M +$23M +218,862 +18%
AOI
16
Auto-Owners Insurance
Michigan
$139M
BEI
17
Benjamin Edwards Inc
Missouri
$134M +$17.3M +164,901 +14%
MWM
18
Modera Wealth Management
New Jersey
$121M -$672K -6,411 -0.5%
Wells Fargo
19
Wells Fargo
California
$121M +$9.36M +89,221 +8%
William Blair & Company
20
William Blair & Company
Illinois
$119M +$7.55M +71,953 +7%
FG
21
Foster Group
Iowa
$114M +$3.29M +31,352 +3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$105M +$14.5M +137,806 +16%
Corient Private Wealth
23
Corient Private Wealth
Florida
$83.3M -$70.3M -670,292 -45%
CNC
24
Canandaigua National Corp
New York
$82.9M +$85M +810,696 New
VWM
25
Venturi Wealth Management
Texas
$81M -$53M -505,355 -39%