IVE icon

iShares S&P 500 Value ETF

1,491 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M
Name Market Value Shares Shares
Change
Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$46.7M 238,941 +5,560 +2%
Financial Engines Advisors
77
Financial Engines Advisors
California
$46.4M 237,561 -54,359 -19%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$45.8M 234,146 +1,952 +0.8%
KeyBank National Association
79
KeyBank National Association
Ohio
$45.4M 232,226 -876 -0.4%
MWM
80
Modern Wealth Management
Kansas
$43.1M 220,477 +193,639 +722%
BAAM
81
Baker Avenue Asset Management
California
$41M 209,974 +2,064 +1%
CW
82
CreativeOne Wealth
Kansas
$39.6M 202,555 +22,775 +13%
WWG
83
West Wealth Group
California
$38.8M 197,547 -6,569 -3%
SL
84
Salomon & Ludwin
Virginia
$38.8M 196,493 -2,079 -1%
SMC
85
Smith, Moore & Co
Missouri
$38.7M 198,115 -3,279 -2%
AI
86
Atria Investments
North Carolina
$37.8M 193,306 +41,251 +27%
IWA
87
Icon Wealth Advisors
Texas
$37.6M 192,531 +37,823 +24%
Northern Trust
88
Northern Trust
Illinois
$36.1M 184,563 +2,998 +2%
NSIM
89
North Star Investment Management
Illinois
$35.5M 181,803 +241 +0.1%
PFM
90
Phillips Financial Management
Indiana
$35.4M 180,996 -2,280 -1%
FWMM
91
Foundation Wealth Management (Missouri)
Missouri
$34.7M 177,796 +3,072 +2%
FLA
92
Financial Life Advisors
Texas
$33M 168,750 +7,140 +4%
EWA
93
Encompass Wealth Advisors
Oregon
$32.7M 167,380 +5,213 +3%
IWC
94
Integrated Wealth Concepts
Massachusetts
$32.3M 165,169 +28,170 +21%
1IA
95
1834 Investment Advisors
Wisconsin
$32M 163,617 -8,716 -5%
GT
96
Greenleaf Trust
Michigan
$31.4M 160,499 +3,462 +2%
PIA
97
Powell Investment Advisors
Florida
$31.3M 160,365 +8,946 +6%
KOC
98
Koss-Olinger Consulting
Florida
$30.9M 157,948 -12,240 -7%
Creative Planning
99
Creative Planning
Kansas
$29.9M 153,247 -5,451 -3%
BMM
100
Berkshire Money Management
Massachusetts
$29.8M 152,352 +20,597 +16%