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iShares S&P 500 Value ETF

1,496 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 596 increasing their positions, 470 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-13
Holders Change %
-0.86%
% of All Funds
20.06%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
98
Increased
596
Reduced
470
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
276
DT Investment Partners
Pennsylvania
$8.59M +$8.59M +43,950 New
AWE
277
Avidian Wealth Enterprises
Texas
$8.57M +$169K +867 +2%
KG
278
Kilter Group
New York
$8.55M -$2.64M -13,509 -24%
IA
279
IFP Advisors
Florida
$8.49M +$551K +2,818 +7%
GWM
280
Geneos Wealth Management
Colorado
$8.49M -$8.64M -44,201 -50%
FWP
281
FAS Wealth Partners
Kansas
$8.32M -$136K -694 -2%
TWM
282
TSA Wealth Management
Texas
$8.21M -$2.78M -14,201 -25%
RSWM
283
Robertson Stephens Wealth Management
California
$8.15M -$843K -4,314 -9%
GVAG
284
Great Valley Advisor Group
Delaware
$8.13M -$446K -2,280 -5%
EFG
285
Ehrlich Financial Group
California
$8.12M -$139K -712 -2%
CAL
286
Capital Advisors Ltd
Ohio
$8.1M +$34.4K +176 +0.4%
Two Sigma Investments
287
Two Sigma Investments
New York
$7.99M -$24M -122,900 -75%
SWM
288
SigFig Wealth Management
California
$7.92M +$1.06M +5,477 +16%
UAS
289
United Asset Strategies
New York
$7.87M +$12.7K +65 +0.2%
VPP
290
Vertex Planning Partners
Illinois
$7.84M +$307K +1,570 +4%
SEI Investments
291
SEI Investments
Pennsylvania
$7.77M -$113K -577 -1%
WJA
292
Willis Johnson & Associates
Texas
$7.64M +$936K +4,791 +14%
CA
293
Centerpoint Advisors
Massachusetts
$7.58M -$5.86K -30 -0.1%
SG
294
StoneX Group
New York
$7.57M +$228K +1,169 +3%
EWA
295
Exencial Wealth Advisors
Oklahoma
$7.54M -$3.91K -20 -0.1%
MW
296
Maia Wealth
Colorado
$7.51M +$438K +2,241 +6%
William Blair & Company
297
William Blair & Company
Illinois
$7.49M +$66.8K +342 +0.9%
WWA
298
WCG Wealth Advisors
Nevada
$7.48M +$207K +1,059 +3%
BFS
299
Bradley Foster & Sargent
Connecticut
$7.34M -$14.5K -74 -0.2%
SIG
300
Stonegate Investment Group
Alabama
$7.23M -$10.9K -56 -0.2%