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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 %
CWM
1376
CarsonAllaria Wealth Management
Illinois
$89.5K +$21.4K +112 +31%
W
1377
WealthCollab
Washington
$87.3K
CPG
1378
Cornerstone Planning Group
New Jersey
$86.9K +$60K +334 +223%
DJSG
1379
D.J. St. Germain
Massachusetts
$86.7K -$13K -68 -13%
PFA
1380
Pillar Financial Advisors
Kentucky
$85.8K
RFG
1381
REAP Financial Group
Texas
$84.6K -$12K -63 -12%
IAS
1382
IMA Advisory Services
Colorado
$83.6K +$83.6K +438 New
GLA
1383
Great Lakes Advisors
Illinois
$83.3K +$82K +447 +6,386%
AIC
1384
Archer Investment Corporation
Indiana
$79.7K -$2.48K -13 -3%
IWP
1385
IAG Wealth Partners
Wisconsin
$79.5K -$14.3K -75 -15%
RFA
1386
Register Financial Advisors
Georgia
$76K -$57K -299 -43%
ATC
1387
Advantage Trust Company
Kansas
$75.3K -$39.1K -205 -34%
Q1WB
1388
Quest 10 Wealth Builders
Virginia
$73.8K +$31.8K +167 +76%
Kayne Anderson Rudnick Investment Management
1389
Kayne Anderson Rudnick Investment Management
California
$72.2K
WAOTB
1390
Wealth Advisors of Tampa Bay
Florida
$72K +$72K +378 New
IIL
1391
Insight Inv LLC
California
$71.7K
PAI
1392
Pittenger & Anderson Inc
Nebraska
$71.5K
AWM
1393
Avondale Wealth Management
Texas
$71.5K
BFP
1394
Briaud Financial Planning
Texas
$70K +$70K +369 New
FFC
1395
First Financial Corp
Indiana
$69.8K
Mirae Asset Global Investments
1396
Mirae Asset Global Investments
South Korea
$68.2K -$129K -685 -65%
TCM
1397
TruNorth Capital Management
Michigan
$67.7K
BWM
1398
Bernard Wealth Management
Michigan
$65.8K
WTFG
1399
Wood Tarver Financial Group
Idaho
$65.2K
MPWT
1400
MassMutual Private Wealth & Trust
Connecticut
$63.5K +$63.5K +333 New