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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 %
BBPWM
1401
Blue Bell Private Wealth Management
Pennsylvania
$60.4K
GK
1402
Graney & King
New York
$60.2K +$11.1K +58 +22%
MHR
1403
Matthew Hamilton Rosenberg
$59.7K -$25.5K -134 -30%
SWIM
1404
Smallwood Wealth Investment Management
New Jersey
$58.7K +$58.7K +308 New
PAG
1405
Paladin Advisory Group
Iowa
$57.6K
WPWM
1406
Western Pacific Wealth Management
Illinois
$57.4K
AWM
1407
Abound Wealth Management
Tennessee
$57.4K +$36.1K +189 +169%
RP
1408
Rice Partnership
Hawaii
$55.6K
GWSA
1409
Global Wealth Strategies & Associates
Colorado
$53.9K +$53.9K +283 New
TCM
1410
TD Capital Management
Tennessee
$52.7K -$5.71K -30 -10%
CFO
1411
Colony Family Offices
North Carolina
$52K
OHWP
1412
Oak Harbor Wealth Partners
North Carolina
$51.6K
MWM
1413
MorganRosel Wealth Management
Colorado
$50.3K +$50.3K +264 New
WT
1414
Washington Trust
Rhode Island
$50.1K
ACA
1415
American Capital Advisory
Idaho
$49.6K +$38.3K +201 +341%
PCM
1416
Palouse Capital Management
Washington
$49.4K
PP
1417
PrairieView Partners
Minnesota
$49K
RA
1418
Rise Advisors
New York
$48.5K +$191 +1 +0.4%
GBA
1419
Garrison Bradford & Associates
New York
$47.6K +$47.6K +250 New
OC
1420
Oakworth Capital
Alabama
$46.9K +$46.9K +246 New
AF
1421
Atala Financial
California
$43.3K
CBT
1422
Crews Bank & Trust
Florida
$43.1K +$43.1K +226 New
HWA
1423
HHM Wealth Advisors
Tennessee
$42.9K -$5.15K -27 -11%
ME
1424
McIlrath & Eck
Washington
$42.9K
HWM
1425
HighMark Wealth Management
Minnesota
$42.2K -$11.6K -61 -22%