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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 %
CWS
1001
Confluence Wealth Services
Pennsylvania
$459K +$11.1K +62 +2%
FNT
1002
First National Trust
Pennsylvania
$458K -$279K -1,464 -38%
OIS
1003
Okabena Investment Services
Minnesota
$457K
CNBT
1004
Canandaigua National Bank & Trust
New York
$455K -$762 -4 -0.2%
RCG
1005
Regatta Capital Group
California
$454K +$1.91K +10 +0.4%
VWA
1006
VSM Wealth Advisory
Maryland
$454K +$572 +3 +0.1%
CCM
1007
Colorado Capital Management
Colorado
$453K +$46.1K +242 +11%
GSWM
1008
Golden State Wealth Management
California
$452K +$71.9K +377 +19%
GCM
1009
Gallacher Capital Management
Colorado
$450K
CFS
1010
Coordinated Financial Services
Colorado
$450K +$43.3K +227 +11%
JAG
1011
Journey Advisory Group
Kentucky
$448K
GWM
1012
GDS Wealth Management
Texas
$446K +$53.7K +282 +14%
HC
1013
Hara Capital
Washington
$445K -$445K -2,335 -50%
VWA
1014
Visionary Wealth Advisors
Illinois
$442K +$191 +1 +0%
LWM
1015
Lighthouse Wealth Management
Ohio
$441K
LWM
1016
LJI Wealth Management
Indiana
$441K -$9.53K -50 -2%
EW
1017
Element Wealth
Mississippi
$440K +$3.62K +19 +0.8%
FPW
1018
Fairvoy Private Wealth
Alabama
$440K -$58.5K -307 -12%
DWM
1019
Dakota Wealth Management
Florida
$439K +$14.5K +76 +3%
GFM
1020
GEN Financial Management
Minnesota
$437K -$1.91K -10 -0.4%
National Bank of Canada
1021
National Bank of Canada
Quebec, Canada
$436K +$3.81K +20 +0.9%
RMCM
1022
Reynders McVeigh Capital Management
Massachusetts
$435K
OCPWS
1023
One Charles Private Wealth Services
Massachusetts
$434K
APW
1024
Aurora Private Wealth
New Jersey
$430K -$13.9K -73 -3%
KHC
1025
Koesten Hirschmann & Crabtree
Kansas
$430K -$19.1K -100 -4%