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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 %
MAM
1426
Morse Asset Management
Connecticut
$40.8K
CTWM
1427
Cherry Tree Wealth Management
Minnesota
$40.4K
AG
1428
AmeriFlex Group
Nevada
$39.1K +$27.4K +144 +236%
AF
1429
Abound Financial
California
$38.5K +$38.5K +202 New
JFA
1430
JNBA Financial Advisors
Minnesota
$38.2K
KC
1431
Knuff & Co
California
$38.1K -$10.7K -56 -22%
DSC
1432
Duncker Streett & Co
Missouri
$38.1K
FDW
1433
Fourth Dimension Wealth
Ohio
$38.1K +$38.1K +200 New
IWMA
1434
Ironwood Wealth Management (Arizona)
Arizona
$37.4K -$4.77K -25 -11%
SIC
1435
SJS Investment Consulting
Ohio
$36.8K +$36.8K +193 New
AA
1436
Addison Advisors
Vermont
$35.4K
IWM
1437
IMG Wealth Management
Florida
$34.5K +$34.5K +181 New
AW
1438
Avion Wealth
Texas
$34K
CWM
1439
Centricity Wealth Management
Ohio
$33.5K
NRG
1440
Nemes Rush Group
Michigan
$33.2K +$28.6K +150 +625%
FAM
1441
Flaharty Asset Management
Florida
$33.2K +$33.2K +174 New
TC
1442
Trust Company
Kansas
$32.4K
PBK
1443
Peoples Bank (Kansas)
Kansas
$31.1K
BTD
1444
BankPlus Trust Department
Mississippi
$29.5K +$5.91K +31 +25%
CWP
1445
Concord Wealth Partners
Virginia
$29.5K +$2.67K +14 +10%
UFF
1446
USA Financial Formulas
Michigan
$29K -$77M -404,246 -100%
MSWM
1447
Mowery & Schoenfeld Wealth Management
Illinois
$28.8K +$28.8K +151 New
KTC
1448
Kentucky Trust Company
Kentucky
$28.6K
APW
1449
Atlantic Private Wealth
North Carolina
$27.4K +$190 +1 +0.7%
CCM
1450
Cloud Capital Management
Washington
$27K +$27K +146 New