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iShares S&P 500 Value ETF
1,684 hedge funds and large institutions have $40.5B invested in iShares S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 701 increasing their positions, 416 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
276% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 54
110% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $7.57M
69% more repeat investments, than reductions
Existing positions increased: 701 | Existing positions reduced: 416
31% more funds holding in top 10
Funds holding in top 10: 122 → 160 (+38)
19% more capital invested
Capital invested by funds: $34B → $40.5B (+$6.57B)
7% more funds holding
Funds holding: 1,569 → 1,684 (+115)
3.27% more ownership
Funds ownership: 81.03% → 84.3% (+3.3%)
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
20.48%
Holding in Top 10
160
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+31.15%
% of All Funds
1.95%
New
203
Increased
701
Reduced
416
Closed
54
Calls
$15.9M
Puts
$7.57M
Net Calls
+$8.31M
Net Calls Change
+$2.14M
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.31B |
| 2 |
LPL Financial
San Diego,
California
|
+$517M |
| 3 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$235M |
| 4 |
Morgan Stanley
New York
|
+$224M |
| 5 |
BlackRock
New York
|
+$199M |
Top Sellers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$150M |
| 2 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$24.2M |
| 3 |
T
Tidemark
San Diego,
California
|
-$15M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.6M |
| 5 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$10.2M |
