IVE icon

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 %
LW
901
Linscomb Wealth
Texas
$647K
EIA
902
Edgemoor Investment Advisors
Maryland
$647K
PW
903
Potentia Wealth
California
$645K
FC
904
Forte Capital
New York
$642K
DAS
905
Dynamic Advisor Solutions
Arizona
$641K -$106K -555 -14%
CWM
906
C2C Wealth Management
Arizona
$639K +$4.77K +25 +0.8%
LA
907
Lynch & Associates
Indiana
$637K
IIA
908
IPG Investment Advisors
California
$635K +$51.1K +268 +9%
SHF
909
Stage Harbor Financial
Massachusetts
$629K -$53.4K -280 -8%
CWMGP
910
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$627K -$3.05K -16 -0.5%
FPGK
911
Financial Partners Group (Kansas)
Kansas
$626K +$1.53K +8 +0.2%
PFG
912
Pinnacle Financial Group
Illinois
$621K
S
913
SignatureFD
Georgia
$621K -$191 -1 -0%
SDAM
914
Shulman DeMeo Asset Management
New York
$616K +$1.14K +6 +0.2%
KFI
915
Key Financial Inc
Pennsylvania
$616K +$25K +131 +4%
ICMM
916
Integrated Capital Management (Michigan)
Michigan
$613K -$48.4K -254 -7%
RWM
917
Riverbend Wealth Management
South Carolina
$609K
CTA
918
Camelot Technology Advisors
California
$608K +$2.1K +11 +0.3%
ACGA
919
Atlanta Consulting Group Advisors
Georgia
$604K
FFS
920
Founders Financial Securities
Maryland
$602K +$59.1K +324 +11%
TWCA
921
Two West Capital Advisors
Kansas
$602K +$280K +1,569 +87%
SMA
922
Seven Mile Advisory
New Jersey
$601K
AHC
923
Anderson Hoagland & Co
Missouri
$600K
NRC
924
New Republic Capital
North Carolina
$598K +$81.8K +429 +16%
RFM
925
Royal Fund Management
Florida
$596K -$4.96K -26 -0.8%