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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 %
PWM
426
Pines Wealth Management
North Carolina
$3.75M +$51.3K +258 +1%
TF
427
Theory Financial
Colorado
$3.74M +$514K +2,607 +16%
AWP
428
Axis Wealth Partners
Rhode Island
$3.74M -$54.3K -278 -1%
BCM
429
BTC Capital Management
Iowa
$3.72M
BFS
430
Bare Financial Services
Pennsylvania
$3.72M -$189K -966 -5%
RWM
431
RKL Wealth Management
Pennsylvania
$3.72M -$148K -759 -4%
RL
432
Rogco LP
Oklahoma
$3.7M
MLA
433
My Legacy Advisors
Oregon
$3.7M +$401K +2,014 +12%
AC
434
AlphaCore Capital
California
$3.67M +$25.8K +132 +0.7%
DT
435
Diversified Trust
Tennessee
$3.65M +$191K +979 +6%
TCM
436
Telos Capital Management
California
$3.61M +$294K +1,504 +9%
MCA
437
MSH Capital Advisors
Arizona
$3.61M +$136K +695 +4%
GPW
438
Gray Private Wealth
Massachusetts
$3.6M -$42.4K -217 -1%
DL
439
DOHJ LLC
Washington
$3.55M +$1.54M +8,596 +77%
CC
440
Copperleaf Capital
North Carolina
$3.54M +$145K +743 +4%
IAG
441
Investment Advisory Group
Massachusetts
$3.53M +$24.6K +126 +0.7%
SCA
442
Southern Capital Advisors
Tennessee
$3.51M +$109K +557 +3%
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$3.5M -$39.5K -202 -1%
PFA
444
Pinnacle Family Advisors
Missouri
$3.5M +$155K +793 +5%
VFA
445
Valeo Financial Advisors
Indiana
$3.45M +$72.9K +373 +2%
OFG
446
Oxford Financial Group
Indiana
$3.42M +$18.8K +96 +0.6%
IAN
447
Integrated Advisors Network
Texas
$3.41M +$939K +4,807 +38%
SCTC
448
Sanibel Captiva Trust Company
Florida
$3.4M +$181K +925 +6%
ONB
449
Old National Bancorp
Indiana
$3.38M +$2.48M +12,669 +273%
NL
450
NWAM LLC
Washington
$3.36M +$320K +1,615 +11%