IVE icon

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 %
OWA
1326
Octavia Wealth Advisors
Ohio
$200K +$200K +1,050 New
IWM
1327
Inlight Wealth Management
Georgia
$198K
FAI
1328
Fiduciary Advisors Inc
Missouri
$197K +$381 +2 +0.2%
OP
1329
ORG Partners
Indiana
$194K +$81.6K +429 +73%
MFC
1330
Mechanics Financial Corp
Ohio
$193K +$26.1K +137 +16%
WAG
1331
Wiser Advisor Group
Arizona
$191K +$762 +4 +0.4%
RPCA
1332
Running Point Capital Advisors
California
$190K +$190K +996 New
EWP
1333
Elevation Wealth Partners
California
$189K +$572 +3 +0.3%
BLC
1334
Brown, Lisle/Cummings
Rhode Island
$174K
DZ Bank
1335
DZ Bank
Germany
$173K
BCMLT
1336
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$572 +3 +0.3%
LFA
1337
LGT Financial Advisors
Texas
$167K +$53K +277 +46%
CTC
1338
Cetera Trust Company
Minnesota
$163K +$163K +856 New
PWM
1339
Provident Wealth Management
Tennessee
$162K
BCCM
1340
Black Cypress Capital Management
Florida
$161K -$49.4K -259 -23%
TF
1341
Tompkins Financial
New York
$153K
GWSG
1342
GPS Wealth Strategies Group
Colorado
$150K +$9.72K +51 +7%
CP
1343
Covenant Partners
Tennessee
$147K
DF
1344
Dunhill Financial
United Kingdom
$146K
BFO
1345
Biltmore Family Office
North Carolina
$144K
AWM
1346
Activest Wealth Management
Florida
$141K
DWM
1347
Darwin Wealth Management
Florida
$140K
LB
1348
Legacy Bridge
Iowa
$139K
MEG
1349
Millstone Evans Group
Colorado
$136K +$136K +715 New
CT
1350
Colonial Trust
South Carolina
$130K