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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 %
NAM
1076
NTV Asset Management
West Virginia
$373K +$3.81K +20 +1%
ECA
1077
Elevated Capital Advisors
Utah
$370K -$37K -194 -9%
BWL
1078
Bogart Wealth LLC
Virginia
$370K +$762 +4 +0.2%
EA
1079
Everpar Advisors
Oklahoma
$368K +$56.8K +298 +18%
FOA
1080
Five Oceans Advisors
California
$367K +$367K +1,924 New
AF
1081
Affiance Financial
Minnesota
$365K
EW
1082
Enzi Wealth
Texas
$365K
CI
1083
Cambiar Investors
Colorado
$362K -$154K -809 -30%
AFA
1084
Allium Financial Advisors
Oregon
$362K +$362K +1,897 New
PWA
1085
Peterson Wealth Advisors
Utah
$360K -$1.2K -7 -0.3%
EFG
1086
Ethos Financial Group
Pennsylvania
$359K +$175K +917 +95%
CGFA
1087
Colton Groome Financial Advisors
North Carolina
$359K -$102K -555 -22%
MFA
1088
Millington Financial Advisors
Illinois
$358K +$1.43K +8 +0.4%
CFS
1089
Compass Financial Services
Iowa
$358K +$1.14K +6 +0.3%
AIS
1090
American Investment Services
Massachusetts
$358K
SWP
1091
ShoreHaven Wealth Partners
New Jersey
$356K
GIA
1092
Guyasuta Investment Advisors
Pennsylvania
$354K +$2.86K +15 +0.8%
LP
1093
LGL Partners
Pennsylvania
$354K +$1.33K +7 +0.4%
BA
1094
Bellwether Advisors
Nebraska
$353K +$68.4K +362 +24%
LWM
1095
LongView Wealth Management
Georgia
$353K -$28.6K -150 -8%
CJH
1096
Christopher J. Hasenberg
Wisconsin
$352K
WW
1097
Westshore Wealth
California
$351K +$1.52K +8 +0.4%
OBWG
1098
Onyx Bridge Wealth Group
New York
$351K -$4.95K -26 -1%
GAM
1099
Gotham Asset Management
New York
$350K +$350K +1,835 New
CIA
1100
Cape Investment Advisory
Georgia
$350K +$125K +658 +56%