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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 %
QCM
1101
QRG Capital Management
Illinois
$349K -$683K -3,586 -66%
YCM
1102
Yousif Capital Management
Michigan
$349K -$1.13M -5,945 -76%
BFAG
1103
Blackston Financial Advisory Group
Florida
$349K -$20K -105 -5%
OCM
1104
One Capital Management
California
$349K
BBWP
1105
Beacon Bridge Wealth Partners
Pennsylvania
$349K +$191 +1 +0.1%
GWMR
1106
GC Wealth Management RIA
Massachusetts
$348K
EWM
1107
Evermay Wealth Management
Virginia
$346K
STCOSD
1108
Sageworth Trust Company of South Dakota
South Dakota
$342K
TAM
1109
TCP Asset Management
Ohio
$342K
WIC
1110
Woodmont Investment Counsel
Tennessee
$340K
CIAS
1111
Capital Investment Advisory Services
North Carolina
$340K -$36.6K -192 -10%
SIAG
1112
Safeguard Investment Advisory Group
California
$339K +$40.8K +214 +14%
TCOV
1113
Trust Company of Vermont
Vermont
$338K +$953 +5 +0.3%
MA
1114
MONECO Advisors
Connecticut
$338K -$3.62K -19 -1%
ONST
1115
Old North State Trust
North Carolina
$336K
NOI
1116
Newton One Investments
Delaware
$334K -$6.29K -33 -2%
TWA
1117
Talisman Wealth Advisors
New Jersey
$334K +$131K +686 +64%
QFA
1118
Quattro Financial Advisors
Texas
$334K +$24.4K +128 +8%
BONH
1119
Bank of New Hampshire
New Hampshire
$334K -$52.4K -275 -14%
MIM
1120
Macroview Investment Management
Maryland
$333K -$4.58K -24 -1%
AWA
1121
Amplius Wealth Advisors
Pennsylvania
$332K +$332K +1,744 New
UW
1122
Unique Wealth
Florida
$332K -$38.1K -200 -10%
LC
1123
LCNB Corp
Ohio
$328K
PMG
1124
ProVise Management Group
Florida
$328K
FTWA
1125
Fifth Third Wealth Advisors
Ohio
$326K +$326K +1,713 New