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iShares S&P 500 Value ETF

1,509 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 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M
Name Market Value Shares Shares
Change
Shares
Change %
GT
101
Greenleaf Trust
Michigan
$29.9M 157,037 +4,230 +3%
IWA
102
Icon Wealth Advisors
Texas
$29.5M 154,708 +69,031 +81%
MCWS
103
McKinley Carter Wealth Services
West Virginia
$29.3M 153,831 -119,375 -44%
PSCM
104
Per Stirling Capital Management
Texas
$29.3M 153,830 +6,625 +5%
MAM
105
MMA Asset Management
Pennsylvania
$29M 152,316 +7,936 +5%
AI
106
Atria Investments
North Carolina
$29M 152,055 +27,107 +22%
PIA
107
Powell Investment Advisors
Florida
$28.9M 151,419 +8,438 +6%
QIM
108
Quest Investment Management
Oregon
$28.7M 150,813 +32,781 +28%
CCM
109
Condor Capital Management
New Jersey
$28.2M 148,088 -525 -0.4%
PS
110
Principal Securities
Iowa
$27.4M 143,556 +104 +0.1%
IWC
111
Integrated Wealth Concepts
Massachusetts
$26.1M 136,999 +34,932 +34%
EL
112
EWA LLC
Pennsylvania
$25.9M 135,858 +25,979 +24%
SWP
113
Stratos Wealth Partners
Ohio
$25.6M 134,214 +6,408 +5%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$25.3M 132,887 -59,553 -31%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$25.3M 132,767 -63 -0%
BMM
116
Berkshire Money Management
Massachusetts
$25.1M 131,755 -74,771 -36%
JWA
117
JFS Wealth Advisors
Pennsylvania
$24.9M 130,444 -2,335 -2%
GSWM
118
Greenup Street Wealth Management
Michigan
$24.7M 129,351 -29,754 -19%
DSA
119
Droms Strauss Advisors
Missouri
$24.3M 127,571 +2,835 +2%
FFA
120
Farther Finance Advisors
California
$24.2M 127,174 +39,012 +44%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$24.2M 127,407 -7,476 -6%
FHB
122
First Hawaiian Bank
Hawaii
$23.7M 124,300 -6,029 -5%
SHJ
123
Sharkey, Howes & Javer
Colorado
$23.6M 124,077 +47,347 +62%
BF
124
BOK Financial
Oklahoma
$23.6M 123,937 -6,495 -5%
RWP
125
RWA Wealth Partners
Massachusetts
$23.5M 123,188 -81,444 -40%