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iShares S&P 500 Value ETF

1,662 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 191 funds opening new positions, 697 increasing their positions, 411 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.9M
Puts
$7.57M
Net Calls
Net Calls Change

Top Buyers

1 +$1.31B
2 +$517M
3 +$235M
4
Morgan Stanley
Morgan Stanley
New York
+$224M
5
BlackRock
BlackRock
New York
+$199M

Top Sellers

1 -$150M
2 -$24.2M
3 -$15M
4
UBS Group
UBS Group
Switzerland
-$14.6M
5
VA
VestGen Advisors
Illinois
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
851
Lloyd Advisory Services
Georgia
$1.09M
SWA
852
Stratos Wealth Advisors
Ohio
$1.08M
NW
853
NewEdge Wealth
Pennsylvania
$1.08M
JIC
854
Joel Isaacson & Co
New York
$1.08M
BZWA
855
Blue Zone Wealth Advisors
California
$1.08M
LCGC
856
Legacy Capital Group California
California
$1.07M
MAMG
857
Milestone Asset Management Group
Connecticut
$1.07M
PCM
858
Pennsylvania Capital Management
Pennsylvania
$1.07M
TWA
859
Talisman Wealth Advisors
New Jersey
$1.07M
MSA
860
Marino Stram & Associates
Massachusetts
$1.06M
GFA
861
Gallagher Fiduciary Advisors
Illinois
$1.06M
WPW
862
Waldron Private Wealth
Pennsylvania
$1.06M
NFW
863
Noble Family Wealth
Florida
$1.06M
KWA
864
Kingswood Wealth Advisors
California
$1.06M
BC
865
BDFS Capital
Delaware
$1.06M
ACM
866
Advisors Capital Management
New Jersey
$1.06M
AWA
867
Asempa Wealth Advisors
Louisiana
$1.05M
EAM
868
Evanson Asset Management
California
$1.02M
JSSH
869
J. Safra Sarasin Holding
$1.02M
Neuberger Berman Group
870
Neuberger Berman Group
New York
$1.01M
GCA
871
Gallagher Capital Advisors
Texas
$1.01M
T
872
Tidemark
California
$1.01M
CSP
873
Cary Street Partners
Virginia
$1.01M
FEM
874
Fulcrum Equity Management
Texas
$1.01M
PWA
875
Provenance Wealth Advisors
Florida
$1M