iShares S&P 500 Value ETF
1,507 hedge funds and large institutions have $31.6B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 600 increasing their positions, 471 reducing their positions, and 85 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
1.05% more ownership
Funds ownership: 79.82% → 80.87% (+1%)
0% less funds holding
Funds holding: 1,512 → 1,507 (-5)
5% less funds holding in top 10
Funds holding in top 10: 135 → 128 (-7)
Holders
1,507
Holding in Top 10
128
Calls
$17.9M
Puts
$7.56M
Top Buyers
| 1 | +$457M | |
| 2 | +$183M | |
| 3 | +$94.7M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$64.9M |
| 5 |
Morgan Stanley
New York
|
+$61.7M |
Top Sellers
| 1 | -$125M | |
| 2 | -$71.8M | |
| 3 | -$62.8M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$49.8M |
| 5 |
Goldman Sachs
New York
|
-$46.4M |
