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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 %
FFA
1151
Founders Financial Alliance
North Carolina
$305K +$102K +533 +50%
AGC
1152
Aspen Grove Capital
Colorado
$305K +$191 +1 +0.1%
RW
1153
Ridgeline Wealth
Arizona
$305K -$76.8K -403 -20%
FOR
1154
Family Office Research
Maryland
$304K -$54.1K -284 -15%
CWM
1155
Copia Wealth Management
Oregon
$304K
TFO
1156
Timonier Family Office
North Carolina
$300K
KA
1157
Kovack Advisors
Florida
$299K -$21K -110 -7%
PS
1158
Planned Solutions
California
$298K +$56.2K +295 +23%
DIM
1159
Delta Investment Management
California
$297K +$25.4K +133 +9%
CMP
1160
Courage Miller Partners
Virginia
$296K -$191 -1 -0.1%
WJWM
1161
Williams Jones Wealth Management
New York
$296K
TSS
1162
Two Sigma Securities
New York
$294K -$110K -575 -27%
BWP
1163
Baldwin Wealth Partners
Massachusetts
$293K
UCB
1164
United Community Bank
South Carolina
$293K -$8.58K -45 -3%
VCM
1165
Vivaldi Capital Management
Illinois
$292K +$572 +3 +0.2%
FB
1166
Fulton Bank
Pennsylvania
$292K -$103K -539 -26%
BHPW
1167
Beverly Hills Private Wealth
California
$290K +$59.3K +311 +26%
AAS
1168
Annex Advisory Services
Wisconsin
$289K +$16.8K +88 +6%
UFA
1169
Uptown Financial Advisors
Texas
$289K +$30.3K +159 +12%
FA
1170
Fountainhead AM
New Jersey
$289K +$1.14K +6 +0.4%
CJ
1171
Caitlin John
Michigan
$289K
PWM
1172
PBMares Wealth Management
Virginia
$288K +$381 +2 +0.1%
AP
1173
Americana Partners
Texas
$288K
FPL
1174
Fortress Private Ledger
North Carolina
$287K +$287K +1,507 New
PA
1175
PSI Advisors
Florida
$286K +$18.9K +99 +7%