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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
EIP
501
Ellis Investment Partners
Pennsylvania
$2.8M
SF
502
Synovus Financial
Georgia
$2.77M
AWM
503
Avior Wealth Management
Nebraska
$2.76M
GWM
504
GSB Wealth Management
Connecticut
$2.76M
GCM
505
Gables Capital Management
Florida
$2.75M
PAS
506
PKS Advisory Services
New York
$2.74M
BAM
507
Brave Asset Management
New Jersey
$2.74M
FWP
508
Forefront Wealth Partners
Texas
$2.7M
SF
509
SWP Financial
California
$2.7M
AFS
510
AFG Fiduciary Services
Massachusetts
$2.7M
GLLW
511
Graves Light Lenhart Wealth
Virginia
$2.69M
PCH
512
PGIM Custom Harvest
New Jersey
$2.69M
BOH
513
Bank of Hawaii
Hawaii
$2.67M
CA
514
Calton & Associates
Florida
$2.65M
BJL
515
Brighton Jones LLC
Washington
$2.65M
DW
516
Durante & Waters
New York
$2.63M
SIA
517
SeaBridge Investment Advisors
New Jersey
$2.62M
OA
518
Operose Advisors
Wisconsin
$2.6M
CAM
519
Concorde Asset Management
Michigan
$2.59M
CFS
520
Commonwealth Financial Services
West Virginia
$2.58M
TFGT
521
TS Financial Group (TSFG)
Illinois
$2.58M
TCA
522
Transcend Capital Advisors
New Jersey
$2.57M
SIC
523
Sigma Investment Counselors
Michigan
$2.56M
RW
524
Regimen Wealth
Georgia
$2.55M
VWM
525
Venturi Wealth Management
Texas
$2.54M