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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 %
RWM
1451
RMG Wealth Management
Wisconsin
$23.7K +$23.7K +120 New
FGC
1452
Financial Gravity Companies
Texas
$23.5K +$23.5K +120 New
AWM
1453
Abound Wealth Management
Tennessee
$22K -$36.6K -188 -62%
FFA
1454
Frazier Financial Advisors
Ohio
$21.7K
RTL
1455
Red Tortoise LLC
Georgia
$21.6K
RI
1456
Ridgewood Investments
New Jersey
$21.3K
TC
1457
Truvestments Capital
Florida
$19.5K
FGA
1458
Fortis Group Advisors
New Jersey
$19.5K
DFC
1459
DB Fitzpatrick & Co
Idaho
$18.6K
HFM
1460
Hartford Financial Management
Connecticut
$18.2K -$195 -1 -1%
ITIM
1461
Indiana Trust & Investment Management
Indiana
$18K
BAM
1462
Bellevue Asset Management
Washington
$16.9K
FMP
1463
Financial Management Professionals
Texas
$16.6K
NWM
1464
Nova Wealth Management
Florida
$16K -$2.35K -12 -13%
DF
1465
DecisionPoint Financial
Arizona
$16K
FWM
1466
FSA Wealth Management
Massachusetts
$15.6K
HHGA
1467
Halbert Hargrove Global Advisors
California
$14.7K
CTA
1468
Colonial Trust Advisors
South Carolina
$14.7K
PWM
1469
Parkworth Wealth Management
California
$14.5K
HWM
1470
Hemington Wealth Management
Virginia
$14K
TFA
1471
Toth Financial Advisory
Virginia
$13.9K
CT
1472
Coastline Trust
Rhode Island
$13.7K
PCA
1473
Providence Capital Advisors
North Carolina
$12.7K +$12.7K +65 New
PFG
1474
Putney Financial Group
California
$12.5K
FMB
1475
Field & Main Bank
Kentucky
$11.9K