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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 %
SGI
1301
Summit Global Investments
Utah
$214K -$1.28M -6,688 -86%
FWI
1302
Facet Wealth Inc
Maryland
$212K +$212K +1,150 New
RMAM
1303
Raab & Moskowitz Asset Management
New Jersey
$212K
RMP
1304
Richards, Merrill & Peterson
Washington
$212K
VDI
1305
Vaughan David Investments
Illinois
$212K -$1.53K -8 -0.7%
ACP
1306
Aviance Capital Partners
Florida
$212K
NA
1307
Novus Advisors
South Carolina
$212K +$212K +1,110 New
APA
1308
Astoria Portfolio Advisors
New York
$211K +$211K +1,176 New
MCIA
1309
Mountain Capital Investment Advisors
Colorado
$210K +$17.5K +96 +9%
MWP
1310
Madison Wealth Partners
Wisconsin
$209K +$209K +1,098 New
TPW
1311
TL Private Wealth
Texas
$209K +$11.5K +68 +6%
HCM
1312
Hollencrest Capital Management
California
$208K +$191 +1 +0.1%
MF
1313
Manchester Financial
California
$208K +$208K +1,091 New
CWA
1314
Canvas Wealth Advisors
Kansas
$207K +$207K +1,165 New
SFMG
1315
Sage Financial Management Group
Virginia
$207K
VCA
1316
Verdence Capital Advisors
Maryland
$206K +$206K +1,081 New
FWM
1317
Foguth Wealth Management
Michigan
$206K -$365K -1,916 -64%
Qube Research & Technologies (QRT)
1318
Qube Research & Technologies (QRT)
United Kingdom
$206K -$235K -1,232 -53%
BEI
1319
Benjamin Edwards Inc
Missouri
$203K -$75.9K -398 -27%
OWA
1320
Oak Wealth Advisors
Illinois
$203K
MCM
1321
Mainstream Capital Management
California
$203K +$39.5K +207 +24%
PCM
1322
Pennsylvania Capital Management
Pennsylvania
$202K
SWM
1323
Segment Wealth Management
Texas
$201K -$26.7K -140 -12%
BOJHT
1324
Bank of Jackson Hole Trust
Wyoming
$201K
WAG
1325
Winthrop Advisory Group
Massachusetts
$200K -$115K -604 -37%