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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 %
CCA
1251
Cottonwood Capital Advisors
Utah
$241K +$381 +2 +0.2%
PCI
1252
Planning Center Inc
Illinois
$240K +$8.58K +45 +4%
FCB
1253
First County Bank
Connecticut
$239K -$79.1K -415 -25%
HCM
1254
Highview Capital Management
Illinois
$238K +$238K +1,249 New
GCA
1255
Genesee Capital Advisors
New York
$236K
1WA
1256
180 Wealth Advisors
Washington
$236K +$35.4K +186 +18%
HCM
1257
HMS Capital Management
Tennessee
$235K -$56K -327 -19%
PGF
1258
Plan Group Financial
Oklahoma
$234K -$257K -1,347 -52%
CCA
1259
Cora Capital Advisors
New Jersey
$234K
CASB
1260
Cape Ann Savings Bank
Massachusetts
$234K
CPC
1261
Consolidated Planning Corp
Georgia
$233K +$572 +3 +0.2%
SB
1262
Simmons Bank
Arkansas
$233K -$1.72K -9 -0.7%
MA
1263
MCF Advisors
Kentucky
$232K -$561K -2,943 -71%
EI
1264
Ellevest Inc
New York
$231K +$763 +4 +0.3%
FG
1265
Fiduciary Group
Georgia
$231K
SWM
1266
SeaCrest Wealth Management
New York
$230K
IPAM
1267
Investment Partners Asset Management
New Jersey
$229K
WB
1268
Webster Bank
Connecticut
$228K
SOS
1269
Silver Oak Securities
Tennessee
$228K -$507K -2,686 -69%
WFC
1270
Western Financial Corp
California
$227K +$227K +1,193 New
HPC
1271
HM Payson & Co
Maine
$227K
PP
1272
Patten & Patten
Tennessee
$227K
PGA
1273
Portland Global Advisors
Maine
$227K
NWA
1274
Navis Wealth Advisors
New York
$226K
LGWM
1275
Litman Gregory Wealth Management
California
$226K