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iShares S&P 500 Value ETF

1,491 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 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M
Name Market Value Shares Shares
Change
Shares
Change %
M&T Bank
26
M&T Bank
New York
$169M 864,195 -66,609 -7%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$161M 826,416 -3,892 -0.5%
MMA
28
Miracle Mile Advisors
California
$151M 771,617 +48,142 +7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$141M 719,697 +112,150 +18%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$140M 714,381 +121,503 +20%
NA
31
NewEdge Advisors
Louisiana
$139M 711,333 -22,539 -3%
OIA
32
OneDigital Investment Advisors
Kansas
$134M 688,175 +28,055 +4%
FIA
33
Foundations Investment Advisors
Arizona
$128M 653,970 +103,436 +19%
Truist Financial
34
Truist Financial
North Carolina
$125M 639,577 +141,520 +28%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$122M 626,003 -8,063 -1%
US Bancorp
36
US Bancorp
Minnesota
$121M 616,663 -91,634 -13%
HighTower Advisors
37
HighTower Advisors
Illinois
$120M 612,975 +67,894 +12%
HNB
38
Huntington National Bank
Ohio
JC
39
JB Capital
Connecticut
$116M 592,200 +109,825 +23%
AAS
40
Avantax Advisory Services
Texas
$110M 560,577 +18,291 +3%
CWM
41
Calamos Wealth Management
Illinois
$109M 555,581 +13,385 +2%
Osaic Holdings
42
Osaic Holdings
Arizona
$104M 541,891 -4,193 -0.8%
UCFA
43
United Capital Financial Advisors
Texas
$102M 519,868 +25,813 +5%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$101M 518,381 +105,237 +25%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$98.5M 504,103 -53,064 -10%
LI
46
LVZ Inc
Michigan
$87.9M 449,606 +8,641 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$82.1M 419,881 -9,350 -2%
HFBOT
48
Home Federal Bank of Tennessee
Tennessee
$76.5M 391,484 +447 +0.1%
Betterment LLC
49
Betterment LLC
New York
$76M 388,831 -13,088 -3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$73.6M 378,868 +59,750 +19%