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iShares S&P 500 Value ETF

1,491 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M
Name Market Value Shares Shares
Change
Shares
Change %
QIM
101
Quest Investment Management
Oregon
$29.5M 150,813
CCM
102
Condor Capital Management
New Jersey
$29M 148,489 +401 +0.3%
MCWS
103
McKinley Carter Wealth Services
West Virginia
$28.9M 147,767 -6,064 -4%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$28.5M 144,849 +17,442 +14%
MAM
105
MMA Asset Management
Pennsylvania
$28.2M 144,401 -7,915 -5%
SW
106
SteelPeak Wealth
California
$27.7M 141,750 +18,998 +15%
SWP
107
Stratos Wealth Partners
Ohio
$27M 137,931 +3,717 +3%
PWM
108
Praetorian Wealth Management
California
$26.7M 136,860 -211,506 -61%
GSWM
109
Greenup Street Wealth Management
Michigan
$26.7M 136,809 +7,458 +6%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$26.5M 135,640 +2,873 +2%
SHJ
111
Sharkey, Howes & Javer
Colorado
$26.3M 134,571 +10,494 +8%
BCI
112
Brinker Capital Investments
Pennsylvania
$26.1M 133,806 +25,956 +24%
AWS
113
Atria Wealth Solutions
New York
$25.7M 131,284 -115,297 -47%
GIA
114
Gladstone Institutional Advisory
Florida
$25.7M 131,376 +8,836 +7%
JWA
115
JFS Wealth Advisors
Pennsylvania
$25.3M 129,631 -813 -0.6%
SHIM
116
Stone House Investment Management
Pennsylvania
$25.2M 128,796 +16,969 +15%
DSA
117
Droms Strauss Advisors
Missouri
$25.1M 128,661 +1,090 +0.9%
WA
118
Waverly Advisors
Alabama
$25.1M 128,592 +5,938 +5%
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$24.9M 127,528 +12,167 +11%
EL
120
EWA LLC
Pennsylvania
$24.4M 125,006 -10,852 -8%
PS
121
Principal Securities
Iowa
$24.3M 124,400 -19,156 -13%
SWM
122
Spire Wealth Management
Virginia
$24.2M 128,043 -33,286 -21%
FHB
123
First Hawaiian Bank
Hawaii
$23.6M 120,890 -3,410 -3%
DI
124
DDFG Inc
California
$23.5M 120,319 +3,763 +3%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$23.5M 120,103 +1,201 +1%