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iShares S&P 500 Value ETF

1,510 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
576
Mission Wealth Management
California
$1.99M +$9.53K +50 +0.5%
CB
577
Commerce Bank
Missouri
$1.98M +$36.2K +190 +2%
CAM
578
Concorde Asset Management
Michigan
$1.97M +$157K +866 +9%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$1.97M +$292K +1,533 +17%
CCFM
580
Clear Creek Financial Management
Washington
$1.97M -$13.8M -72,513 -88%
WT
581
Whittier Trust
California
$1.96M -$42.5K -223 -2%
SF
582
Synovus Financial
Georgia
$1.95M -$170K -891 -8%
HCC
583
Hirtle Callaghan & Co
Pennsylvania
$1.95M -$369K -1,934 -16%
TP
584
Tranquility Partners
Tennessee
$1.95M +$87.7K +460 +5%
SCG
585
Sonata Capital Group
Washington
$1.93M -$43.6K -229 -2%
CWM
586
Castle Wealth Management
Florida
$1.92M -$72K -378 -4%
CFO
587
Custos Family Office
Texas
$1.91M +$29.9K +157 +2%
BOA
588
Birnam Oak Advisors
New York
$1.91M
AWM
589
Able Wealth Management
New Jersey
$1.9M -$29.5K -155 -2%
WA
590
WBH Advisory
Maryland
$1.9M -$103K -539 -5%
SI
591
Stephens Inc
Arkansas
$1.87M +$21K +110 +1%
AWA
592
Alta Wealth Advisors
Massachusetts
$1.86M -$1.02M -5,356 -35%
S
593
Sachetta
Massachusetts
$1.85M -$4K -21 -0.2%
EWA
594
ERTS Wealth Advisors
Michigan
$1.85M -$436K -2,286 -19%
NFP
595
NorthLanding Financial Partners
New York
$1.84M -$32K -168 -2%
IWM
596
Iams Wealth Management
Nebraska
$1.84M +$81.6K +428 +5%
Bessemer Group
597
Bessemer Group
New Jersey
$1.81M +$73.4K +385 +4%
BWP
598
Bernardo Wealth Planning
Pennsylvania
$1.81M
HH
599
Hilltop Holdings
Texas
$1.8M +$164K +860 +10%
TCA
600
Transcend Capital Advisors
New Jersey
$1.79M +$262K +1,375 +17%