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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 %
FF
1126
Francis Financial
$326K
MFG
1127
Mosaic Financial Group
Illinois
$325K +$952 +5 +0.3%
APW
1128
Axim Planning & Wealth
Ohio
$325K -$36.6K -192 -10%
BCP
1129
Blue Chip Partners
Michigan
$324K -$762 -4 -0.2%
NCTC
1130
New Covenant Trust Company
Indiana
$323K +$323K +1,711 New
MCM
1131
Manchester Capital Management
Vermont
$323K
CAM
1132
Campion Asset Management
Virginia
$322K -$20K -105 -6%
PSIWM
1133
Paradigm Strategies in Wealth Management
Minnesota
$320K
AGA
1134
Arkos Global Advisors
Texas
$318K
MMPW
1135
Mitchell McLeod Pugh & Williams
Alabama
$317K -$1.72K -9 -0.5%
Russell Investments Group
1136
Russell Investments Group
United Kingdom
$315K +$181K +948 +134%
AUB
1137
Atlantic Union Bankshares
Virginia
$315K
WA1
1138
Wimmer Associates 1
California
$313K
OAS
1139
Optivise Advisory Services
Tennessee
$313K +$1.14K +6 +0.4%
CFAM
1140
Center For Asset Management
Florida
$312K +$381 +2 +0.1%
BWM
1141
Brown Wealth Management
Illinois
$312K +$7.43K +39 +2%
GKWIM
1142
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.86K +15 +0.9%
W
1143
Wealthquest
Ohio
$310K
PCG
1144
Prosperity Consulting Group
Maryland
$310K -$1.72K -9 -0.6%
FWCM
1145
Ferguson Wellman Capital Management
Oregon
$310K +$310K +1,625 New
MWA
1146
MN Wealth Advisors
Kansas
$309K +$309K +1,620 New
HA
1147
Huntleigh Advisors
Missouri
$308K -$4.76K -25 -2%
JFGIW
1148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K +$10.1K +53 +3%
DP
1149
Denver PWM
Colorado
$307K +$28.6K +150 +10%
FF
1150
Friday Financial
Iowa
$306K