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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 %
CCM
601
Coldstream Capital Management
Washington
$1.79M +$556K +2,916 +45%
KBFS
602
Kohmann Bosshard Financial Services
Ohio
$1.77M
RG
603
Rathbones Group
United Kingdom
$1.76M +$69.4K +364 +4%
PIMG
604
Patriot Investment Management Group
Tennessee
$1.76M -$3.43K -18 -0.2%
LF
605
Lee Financial
Texas
$1.74M -$73.9K -388 -4%
TWP
606
Total Wealth Planning
Ohio
$1.73M -$218K -1,142 -11%
PWAM
607
Private Wealth Asset Management
Iowa
$1.73M +$1.73M +9,085 New
VPIM
608
Vanguard Personalized Indexing Management
California
$1.73M +$358K +1,880 +26%
UAG
609
United Advisor Group
Ohio
$1.73M +$87.9K +461 +5%
WS
610
Wedbush Securities
California
$1.73M +$432K +2,268 +33%
BIG
611
Brookwood Investment Group
Arizona
$1.71M +$1.71M +8,984 New
HFS
612
Hopwood Financial Services
Virginia
$1.7M
PA
613
Procyon Advisors
Connecticut
$1.7M -$12K -63 -0.7%
1CP
614
17 Capital Partners
Arizona
$1.7M +$194K +1,018 +13%
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$100K +526 +6%
GM
616
GeoWealth Management
Illinois
$1.69M +$213K +1,119 +14%
CWA
617
Clearview Wealth Advisors
Oregon
$1.69M +$332K +1,742 +24%
SPI
618
Sutton Place Investors
New York
$1.69M +$501K +2,627 +42%
YWM
619
Yukon Wealth Management
Kansas
$1.67M +$1.67M +8,750 New
FF
620
Finley Financial
Nevada
$1.67M -$31.2K -170 -2%
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$1.66M -$17.9K -94 -1%
BCA
622
Bay Colony Advisors
Massachusetts
$1.65M +$32.8K +174 +2%
SC
623
SouthState Corp
Florida
$1.64M +$1.64M +8,598 New
CFS
624
Commonwealth Financial Services
West Virginia
$1.64M +$407K +2,135 +33%
HSA
625
HBK Sorce Advisory
Pennsylvania
$1.62M +$169K +885 +12%