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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 %
SWM
951
Stockman Wealth Management
Montana
$534K -$8.58K -45 -2%
CA
952
Claro Advisors
Massachusetts
$533K +$7.62K +40 +1%
TW
953
Towerpoint Wealth
California
$530K -$56.8K -298 -10%
LA
954
Latitude Advisors
Florida
$529K +$182K +957 +53%
CL
955
CIM LLC
New York
$528K +$6.86K +36 +1%
PP
956
Postrock Partners
Oregon
$527K +$114K +600 +28%
WFS
957
WealthGarden F.S.
California
$526K +$107K +561 +26%
CSPIA
958
Cary Street Partners Investment Advisory
Virginia
$526K +$147K +770 +39%
SSB
959
Sandy Spring Bank
Maryland
$523K -$15.2K -80 -3%
QC
960
Quent Capital
New York
$522K -$36.4K -191 -7%
SMA
961
Sage Mountain Advisors
Georgia
$519K -$50.3K -264 -9%
ST
962
Spinnaker Trust
Maine
$518K +$7.24K +38 +1%
TTWM
963
TCV Trust & Wealth Management
Virginia
$517K
CBA
964
Coastal Bridge Advisors
Connecticut
$515K +$515K +2,704 New
NA
965
Nordwand Advisors
Pennsylvania
$515K
CFA
966
CWS Financial Advisors
Michigan
$514K +$8.01K +42 +2%
CPSAC
967
Chas P. Smith & Associates (CPS)
Florida
$513K +$80.2K +421 +19%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$513K -$210K -1,100 -29%
RSWA
969
Robinson Smith Wealth Advisors
Maine
$512K
LAS
970
Lloyd Advisory Services
Georgia
$512K +$109K +571 +27%
CPIA
971
Cornell Pochily Investment Advisors
New York
$509K -$6.29K -33 -1%
IA
972
Insight Advisors
Pennsylvania
$507K -$191 -1 -0%
DI
973
Disciplined Investments
Oklahoma
$507K -$101K -531 -17%
AB
974
Atlas Brown
Kentucky
$505K -$23.1K -121 -4%
PWP
975
Prasad Wealth Partners
Ohio
$504K +$1.91K +10 +0.4%