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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 %
LF
326
Lighthouse Financial
Florida
$6.09M -$580K -2,970 -9%
ET
327
Equitable Trust
Tennessee
$6.07M +$124K +634 +2%
SC
328
Sapient Capital
Indiana
$6.06M
FSWA
329
Financial Synergies Wealth Advisors
Texas
$6.04M +$24K +123 +0.4%
SA
330
SFI Advisors
New Jersey
$6.03M -$327K -1,671 -5%
COFSG
331
Carbahal Olsen Financial Services Group
California
$6.02M -$23.3K -119 -0.4%
TIM
332
Tortoise Investment Management
New York
$5.96M -$218K -1,115 -4%
OWCM
333
One Wealth Capital Management
Arizona
$5.96M +$657K +3,362 +12%
BS
334
Banco Santander
Spain
$5.92M -$319K -1,630 -5%
CWMK
335
Caliber Wealth Management (Kansas)
Kansas
$5.84M +$600K +3,069 +11%
Brown Advisory
336
Brown Advisory
Maryland
$5.82M +$90.1K +461 +2%
LFAS
337
Level Four Advisory Services
Texas
$5.81M +$224K +1,147 +4%
TPWA
338
Twin Peaks Wealth Advisors
California
$5.8M +$1.5M +7,506 +35%
OC
339
Oppenheimer & Co
New York
$5.76M +$597K +3,057 +12%
FWP
340
Falcon Wealth Planning
California
$5.73M +$577K +2,954 +11%
PFA
341
Pathway Financial Advisors
Vermont
$5.72M
AllianceBernstein
342
AllianceBernstein
Tennessee
$5.69M -$2.59M -13,257 -31%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$5.69M -$3.43M -17,569 -38%
PFG
344
Pacific Financial Group
Washington
$5.63M -$1.28M -6,543 -19%
GWP
345
Gen-Wealth Partners
Michigan
$5.6M +$268K +1,369 +5%
SFA
346
Sequoia Financial Advisors
Ohio
$5.6M +$205K +1,048 +4%
GB
347
Gunma Bank
Japan
$5.47M +$1.56M +8,000 +40%
AQR Capital Management
348
AQR Capital Management
Connecticut
$5.45M -$1.96M -10,020 -26%
TFG
349
Tilson Financial Group
New Jersey
$5.42M +$1.75M +8,977 +48%
BRWA
350
B. Riley Wealth Advisors
Florida
$5.41M +$5.41M +27,679 New