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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 %
PBO
376
Peoples Bank (Ohio)
Ohio
$4.78M +$250K +1,277 +6%
SVWG
377
Shared Vision Wealth Group
United States
$4.73M +$408K +2,072 +9%
PCIA
378
Prime Capital Investment Advisors
Kansas
$4.73M -$1.53M -7,840 -24%
CWA
379
Clarus Wealth Advisors
Arizona
$4.68M +$241K +1,223 +5%
SNWA
380
Siligmueller & Norvid Wealth Advisors
Illinois
$4.67M +$121K +617 +3%
IP
381
Investment Partners
Ohio
$4.63M +$6.25K +32 +0.1%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$4.59M -$39.9K -204 -0.9%
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$4.57M -$113K -576 -2%
AAP
384
Arax Advisory Partners
Colorado
$4.57M -$71.8M -103,879 -94%
RWS
385
Resolute Wealth Strategies
Mississippi
$4.57M +$4.5K +23 +0.1%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$4.55M -$345K -1,767 -7%
SFP
387
Sterling Financial Planning
New Jersey
$4.55M -$21.9K -112 -0.5%
LWL
388
Leo Wealth LLC
Texas
$4.54M +$3.82M +19,527 +524%
AIA
389
Arcadia Investment Advisors
Idaho
$4.5M +$586 +3 +0%
QWP
390
Quotient Wealth Partners
Texas
$4.5M +$5.08K +26 +0.1%
CPIG
391
Chicago Partners Investment Group
Illinois
$4.49M -$203K -1,015 -4%
LWA
392
Lifelong Wealth Advisors
Minnesota
$4.45M +$411K +2,102 +10%
MFG
393
Magnus Financial Group
New York
$4.39M +$1.09M +5,563 +33%
Calamos Advisors
394
Calamos Advisors
Illinois
$4.38M +$397K +2,033 +10%
RSF
395
Rik Saylor Financial
Ohio
$4.38M -$4.1K -21 -0.1%
AL
396
ACAS LLC
California
$4.36M -$82.9K -410 -2%
HWA
397
Hilltop Wealth Advisors
North Carolina
$4.28M -$102K -524 -2%
FEG
398
Fund Evaluation Group
Ohio
$4.28M
ST
399
Smithfield Trust
Pennsylvania
$4.25M
WB
400
WesBanco Bank
West Virginia
$4.25M -$55.3K -283 -1%