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iShares S&P 500 Value ETF

1,553 hedge funds and large institutions have $33.9B invested in iShares S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 589 increasing their positions, 495 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$7.52M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$138M
3 +$131M
4
Two Sigma Investments
Two Sigma Investments
New York
+$59.1M
5
Lido Advisors
Lido Advisors
California
+$31M

Top Sellers

1 -$163M
2 -$120M
3 -$85.6M
4
US Bancorp
US Bancorp
Minnesota
-$46.6M
5
Wells Fargo
Wells Fargo
California
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
476
Cadence Bank
Mississippi
$3.1M
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$3.06M
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
$3.05M
TFCP
479
Twin Focus Capital Partners
Massachusetts
$3.04M
TRIA
480
Trail Ridge Investment Advisors
Colorado
$3.03M
CRI
481
Commonwealth Retirement Investments
Virginia
$3.02M
TFA
482
Tobias Financial Advisors
Florida
$3.01M
RIM
483
Redwood Investment Management
Arizona
$3.01M
BIG
484
Bush Investment Group
Georgia
$2.99M
NFG
485
Nations Financial Group
Iowa
$2.97M
GFP
486
Gryphon Financial Partners
Ohio
$2.96M
Principal Financial Group
487
Principal Financial Group
Iowa
$2.96M
BW
488
Blalock Williams
Alabama
$2.95M
MSWMA
489
Market Street Wealth Management Advisors
Indiana
$2.94M
BFS
490
BridgePort Financial Solutions
Iowa
$2.93M
GG
491
GenWealth Group
New Jersey
$2.93M
ACM
492
Ascent Capital Management
Oregon
$2.93M
GJIA
493
Glass Jacobson Investment Advisors
Maryland
$2.93M
AC
494
Allstate Corporation
Illinois
$2.92M
VT
495
Vise Technologies
New York
$2.91M
GB
496
Gunma Bank
Japan
$2.89M
AWA
497
A4 Wealth Advisors
North Carolina
$2.87M
TI
498
Truepoint Inc
Ohio
$2.86M
CCA
499
Coign Capital Advisors
Utah
$2.83M
BWA
500
BCU Wealth Advisors
Illinois
$2.82M