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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 %
CA
1351
Crewe Advisors
Utah
$130K
CSB
1352
City State Bank
Iowa
$129K
WPA
1353
Wealth Preservation Advisors
Tennessee
$128K +$128K +672 New
FLP
1354
Financial Life Planners
Arizona
$124K +$381 +2 +0.3%
BDPWM
1355
Barnes Dennig Private Wealth Management
Ohio
$123K +$123K +645 New
MWM
1356
Mascoma Wealth Management
New Hampshire
$122K
RF
1357
Rossby Financial
Florida
$121K +$121K +666 New
CAM
1358
Clarity Asset Management
Iowa
$119K -$741K -3,888 -86%
FPB
1359
First PREMIER Bank
South Dakota
$117K
FCMT
1360
Founders Capital Management (Texas)
Texas
$116K
TWM
1361
Topsail Wealth Management
North Carolina
$115K +$115K +604 New
GWS
1362
Greykasell Wealth Strategies
California
$110K +$110K +576 New
SNB
1363
Security National Bank
Nebraska
$108K
BGIM
1364
Brandywine Global Investment Management
Pennsylvania
$107K +$18.7K +98 +21%
TCM
1365
Tradewinds Capital Management
Washington
$104K
OIA
1366
Optimum Investment Advisors
Illinois
$103K +$16.8K +88 +20%
FM
1367
Family Management
New York
$101K
MMCM
1368
Murphy & Mullick Capital Management
New York
$99.3K +$32.2K +169 +48%
FDCP
1369
Foster Dykema Cabot & Partners
Massachusetts
$97.6K
ANBT
1370
American National Bank & Trust
Texas
$96.8K +$83.3K +437 +615%
SWA
1371
Serenus Wealth Advisors
California
$95K +$1.27K +1,267 +1%
BA
1372
Ballast Advisors
Minnesota
$94.7K
FP
1373
Financial Perspectives
Minnesota
$91.7K +$381 +2 +0.4%
SIS
1374
Strategic Investment Solutions
Illinois
$90.9K
SFG
1375
Stonebridge Financial Group
Pennsylvania
$89.9K -$14.1K -74 -14%