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iShares S&P 500 Value ETF
1,703 hedge funds and large institutions have $39.1B invested in iShares S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 585 increasing their positions, 644 reducing their positions, and 63 closing their positions.
New
Increased
Maintained
Reduced
Closed
113% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $6.33M
86% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 63
1% more funds holding
Funds holding: 1,683 → 1,703 (+20)
0.25% less ownership
Funds ownership: 84.3% → 84.05% (-0.25%)
3% less capital invested
Capital invested by funds: $40.5B → $39.1B (-$1.39B)
9% less repeat investments, than reductions
Existing positions increased: 585 | Existing positions reduced: 644
1% less funds holding in top 10
Funds holding in top 10: 160 → 158 (-2)
Holders
1,703
Holders Change
+20
Holders Change %
+1.19%
% of All Funds
20.98%
Holding in Top 10
158
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.25%
% of All Funds
1.95%
New
117
Increased
585
Reduced
644
Closed
63
Calls
$13.5M
Puts
$6.33M
Net Calls
+$7.14M
Net Calls Change
-$1.18M
Top Buyers
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$129M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$95.1M |
| 3 |
Cerity Partners
New York
|
+$70.1M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$68.9M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$55.3M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$339M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$144M |
| 3 |
LPL Financial
San Diego,
California
|
-$110M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$84.8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$82.8M |