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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 %
ESB
851
Essex Savings Bank
Connecticut
$772K -$26.1K -137 -3%
QWM
852
Quadcap Wealth Management
Texas
$769K -$49K -257 -6%
P
853
Pitcairn
Pennsylvania
$762K +$762K +4,000 New
MA
854
MKT Advisors
California
$762K
MAMG
855
Milestone Asset Management Group
Connecticut
$760K +$9.91K +52 +1%
CFP
856
Catalyst Financial Partners
Massachusetts
$760K -$91.1K -478 -11%
MOS
857
MGO One Seven
Ohio
$758K +$173K +909 +30%
GFP
858
Guardian Financial Partners
California
$756K +$756K +3,965 New
PPA
859
Pacific Point Advisors
California
$755K
CCWM
860
Cassaday & Co Wealth Management
Virginia
$754K +$38.9K +204 +5%
HSBC Holdings
861
HSBC Holdings
United Kingdom
$754K -$19.1K -100 -2%
EB
862
Eastern Bank
Massachusetts
$751K -$227K -1,189 -23%
EWM
863
EPG Wealth Management
Georgia
$749K -$118K -620 -14%
GFA
864
Gallagher Fiduciary Advisors
Illinois
$749K +$190K +995 +34%
CPA
865
Capital Planning Advisors
California
$749K
TCBWMS
866
Texas Capital Bank Wealth Management Services
Texas
$746K +$259K +1,358 +53%
EFG
867
Embree Financial Group
Illinois
$742K +$191 +1 +0%
DCM
868
Dimension Capital Management
Florida
$738K
TSWM
869
Tyler-Stone Wealth Management
Ohio
$737K
SWP
870
Semus Wealth Partners
Florida
$734K +$221K +1,158 +43%
MMHP
871
Murphy Middleton Hinkle & Parker
Georgia
$733K +$28K +147 +4%
CAWM
872
Capital A Wealth Management
Pennsylvania
$728K -$770K -4,038 -51%
LCGC
873
Legacy Capital Group California
California
$725K -$24.8K -130 -3%
BW
874
Balance Wealth
Ohio
$718K +$718K +3,768 New
HIP
875
HUB Investment Partners
Texas
$716K +$7.24K +38 +1%