As of the latest SEC filings, FIRST HAWAIIAN, INC. (FHB) is held by 332 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $181,332,191.04 in market value, representing 0.20% of its portfolio.
Funds holding FIRST HAWAIIAN, INC. (FHB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FHB
- CIK:
- 0000036377
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.20% | $181,332,191.04 | 7,359,261 | Mar 31, 2026 | May 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 1.12% | $96,514,535.04 | 3,916,986 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $94,841,577.60 | 3,849,090 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $69,633,970.56 | 2,826,054 | Mar 31, 2026 | May 28, 2026 |
|
PKSAX
Virtus KAR Small-Cap Core Fund
|
MF | Duff & Phelps / Virtus | 3.10% | $55,852,177.92 | 2,266,728 | Mar 31, 2026 | May 29, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.20% | $44,432,917.76 | 1,803,284 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.07% | $44,387,555.52 | 1,801,443 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.22% | $41,100,157.12 | 1,506,604 | Apr 30, 2026 | Jun 24, 2026 |
|
ACMVX
Mid Cap Value Fund
|
MF | American Century | 0.65% | $36,431,816.96 | 1,478,564 | Mar 31, 2026 | May 29, 2026 |
|
JADDX
Fundamental All Cap Core Trust
|
MF | John Hancock | 1.47% | $33,827,097.92 | 1,372,853 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $33,719,100.80 | 1,368,470 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 1.09% | $29,856,821.24 | 1,205,849 | Feb 28, 2026 | Apr 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.39% | $29,508,420.48 | 1,197,582 | Mar 31, 2026 | May 26, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.42% | $29,211,424.00 | 1,070,800 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.20% | $27,343,328.32 | 1,109,713 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.25% | $24,982,274.24 | 1,013,891 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.16% | $24,687,063.28 | 904,951 | Apr 30, 2026 | Jun 24, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.60% | $23,050,590.64 | 844,963 | Apr 30, 2026 | Jun 26, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.44% | $22,225,016.00 | 814,700 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.22% | $21,261,634.24 | 862,891 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.15% | $21,012,447.28 | 770,251 | Apr 30, 2026 | Jun 29, 2026 |
|
HWSIX
Hotchkis and Wiley Small Cap Value Fund
|
MF | Independent / Boutique | 3.01% | $19,640,544.00 | 797,100 | Mar 31, 2026 | Jun 1, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 0.68% | $19,292,577.92 | 782,978 | Mar 31, 2026 | May 29, 2026 |
|
FZAOX
Fidelity Advisor Small Cap Fund
|
MF | Fidelity | 0.86% | $19,186,524.00 | 774,900 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.23% | $16,938,261.12 | 620,904 | Apr 30, 2026 | Jun 29, 2026 |
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