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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 %
LFG
1276
Lockerman Financial Group
California
$225K +$225K +1,182 New
GFPC
1277
Global Financial Private Client
Florida
$225K +$73.6K +386 +49%
XF
1278
XML Financial
Maryland
$225K -$126K -663 -36%
CCMG
1279
Clark Capital Management Group
Pennsylvania
$225K
SI
1280
Seeds Investor
New York
$224K -$29.1K -153 -12%
TH
1281
TCTC Holdings
Texas
$224K
CAM
1282
Creekmur Asset Management
Illinois
$223K -$11.1K -58 -5%
BWA
1283
Bestgate Wealth Advisors
Maryland
$221K
BWP
1284
Balboa Wealth Partners
Arizona
$220K -$1.61M -8,447 -88%
LS
1285
Leelyn Smith
Illinois
$220K
Lazard Asset Management
1286
Lazard Asset Management
New York
$219K
ISL
1287
Ingalls & Snyder LLC
New York
$219K
T
1288
TrueFG
Texas
$218K -$572 -3 -0.3%
SIM
1289
Synergy Investment Management
Florida
$218K
CPRC
1290
Consolidated Portfolio Review Corp
New York
$218K +$218K +1,144 New
GSIAS
1291
Garden State Investment Advisory Services
New Jersey
$218K -$57K -299 -21%
PCM
1292
Parsons Capital Management
Rhode Island
$217K -$441K -2,315 -67%
LFS
1293
Legacy Financial Strategies
Kansas
$217K
WCA
1294
Westover Capital Advisors
Delaware
$216K +$216K +1,134 New
HIP
1295
Harrell Investment Partners
Texas
$216K +$14.3K +75 +7%
AWA
1296
Acorn Wealth Advisors
Michigan
$216K -$26.5K -139 -11%
AIM
1297
Advyzon Investment Management
Illinois
$216K -$2.1K -11 -1%
GWANC
1298
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$96.2K +505 +81%
PA
1299
Persium Advisors
Georgia
$215K
LFA
1300
Longview Financial Advisors
Alabama
$214K +$214K +1,124 New