IVE icon

iShares S&P 500 Value ETF

1,496 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 596 increasing their positions, 470 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-14
Holders Change %
-0.93%
% of All Funds
20.06%
Holding in Top 10
126
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.97%
% of All Funds
1.69%
New
98
Increased
596
Reduced
470
Closed
85
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
1426
Cherry Tree Wealth Management
Minnesota
$41.4K
MPWT
1427
MassMutual Private Wealth & Trust
Connecticut
$40.3K -$24.8K -127 -38%
AG
1428
AmeriFlex Group
Nevada
$39.7K
JFA
1429
JNBA Financial Advisors
Minnesota
$39.2K
FDW
1430
Fourth Dimension Wealth
Ohio
$39.1K
DSC
1431
Duncker Streett & Co
Missouri
$39.1K
KC
1432
Knuff & Co
California
$39.1K
AP
1433
Atwood & Palmer
Missouri
$37.7K +$37.7K +193 New
AA
1434
Addison Advisors
Vermont
$36.3K
ME
1435
McIlrath & Eck
Washington
$36.2K -$7.82K -40 -18%
RIM
1436
Ryan Investment Management
Colorado
$35.6K +$35.6K +182 New
AW
1437
Avion Wealth
Texas
$35K +$380 +2 +1%
CWM
1438
Centricity Wealth Management
Ohio
$34.4K
NRG
1439
Nemes Rush Group
Michigan
$34.2K +$196 +1 +0.6%
FAM
1440
Flaharty Asset Management
Florida
$34K
TC
1441
Trust Company
Kansas
$33.2K
CWP
1442
Concord Wealth Partners
Virginia
$30.3K
HAP
1443
Harbor Asset Planning
Massachusetts
$29.9K +$29.9K +153 New
KTC
1444
Kentucky Trust Company
Kentucky
$29.3K
APW
1445
Atlantic Private Wealth
North Carolina
$28.2K
PS
1446
Pinney & Scofield
Massachusetts
$26K -$782 -4 -3%
USAA
1447
United Services Automobile Association
Texas
$26K +$26K +133 New
GWM
1448
Grand Wealth Management
Michigan
$25.4K
BTD
1449
BankPlus Trust Department
Mississippi
$24.2K -$6.06K -31 -20%
TAM
1450
Townsend Asset Management
North Carolina
$24K