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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 %
PA
1201
Prism Advisors
California
$271K -$16.6M -87,009 -98%
FW
1202
Fairway Wealth
Ohio
$270K -$34.7K -182 -11%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$270K
BTWM
1204
Baker Tilly Wealth Management
Wisconsin
$270K -$19.6K -103 -7%
BF
1205
Brooklyn FI
New York
$269K
CFGA
1206
Cambridge Financial Group (Arizona)
Arizona
$268K
LFASL
1207
Lugano Financial Advisors SA (LFA)
Switzerland
$267K
CWM
1208
Crowley Wealth Management
Delaware
$266K -$61K -320 -19%
RIG
1209
RiverFront Investment Group
Virginia
$265K
ACS
1210
Archford Capital Strategies
Illinois
$264K +$264K +1,384 New
CWM
1211
Chesapeake Wealth Management
Virginia
$263K
PW
1212
PUREfi Wealth
Massachusetts
$263K +$59.8K +314 +29%
RIA
1213
Realta Investment Advisors
Delaware
$263K +$11.1K +58 +4%
FFS
1214
Fischer Financial Services
Pennsylvania
$262K
BSB
1215
Bangor Savings Bank
Maine
$261K -$4.96K -26 -2%
WC
1216
Waterloo Capital
Texas
$261K +$261K +1,367 New
PIFP
1217
Partners in Financial Planning
Virginia
$260K -$5.91K -31 -2%
WBC
1218
West Branch Capital
Massachusetts
$258K
WMN
1219
Wealth Management Nebraska
Nebraska
$258K +$258K +1,354 New
JEST
1220
JTC Employer Solutions Trustee
Jersey
$258K
RWM
1221
Rockwood Wealth Management
Pennsylvania
$258K -$64.8K -340 -20%
ARA
1222
Alexander Randolph Advisory
Virginia
$257K
RBC
1223
Romano Brothers & Co
Illinois
$256K +$191 +1 +0.1%
SWM
1224
Sagace Wealth Management
Florida
$256K
SFC
1225
SYM Financial Corp
Indiana
$255K