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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 %
HBW
651
Hazlett, Burt & Watson
West Virginia
$1.52M +$141K +739 +10%
MHC
652
May Hill Capital
Massachusetts
$1.51M +$1.06M +5,560 +234%
BP
653
Ballentine Partners
Massachusetts
$1.5M -$96.8K -508 -6%
PTC
654
Private Trust Company
Ohio
$1.5M +$270K +1,419 +22%
TC
655
Trilogy Capital
California
$1.49M -$10.5K -55 -0.7%
TIA
656
Tiemann Investment Advisors
California
$1.48M -$11.6K -61 -0.8%
WTC
657
WhitTier Trust Company
Nevada
$1.48M +$738K +3,872 +100%
MWA
658
Merkkuri Wealth Advisors
New York
$1.47M +$551K +2,893 +60%
WPC
659
White Pine Capital
Minnesota
$1.47M -$6.67K -35 -0.5%
RW
660
Regimen Wealth
Georgia
$1.47M -$13.2K -69 -0.9%
CIR
661
Clear Investment Research
Georgia
$1.44M +$1.72K +9 +0.1%
APP
662
Avantax Planning Partners
Iowa
$1.44M -$59.8K -314 -4%
MFT
663
Moisand Fitzgerald Tamayo
Florida
$1.44M -$55.6K -292 -4%
MCCA
664
Mill Creek Capital Advisors
Pennsylvania
$1.43M -$8.39K -44 -0.6%
AC
665
AWM Capital
Arizona
$1.42M
SIC
666
Salem Investment Counselors
North Carolina
$1.42M -$762K -4,000 -35%
MAFA
667
MJT & Associates Financial Advisory
Minnesota
$1.41M +$1.41M +7,421 New
MAV
668
Mason & Associates (Virginia)
Virginia
$1.41M -$52.6K -276 -4%
CWM
669
Cahaba Wealth Management
Georgia
$1.4M -$32.4K -170 -2%
MWA
670
Midland Wealth Advisors
Illinois
$1.4M -$62.9K -330 -4%
MCM
671
Magnolia Capital Management
New York
$1.39M +$15.2K +80 +1%
LBC
672
Lowe Brockenbrough & Co
Virginia
$1.39M -$8.2K -43 -0.6%
ITB
673
Idaho Trust Bank
Idaho
$1.39M +$304K +1,594 +28%
Bank of Nova Scotia
674
Bank of Nova Scotia
Ontario, Canada
$1.39M -$1.13M -5,928 -45%
FT
675
Fiduciary Trust
Massachusetts
$1.39M +$78.7K +413 +6%