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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 %
PS
1451
Pinney & Scofield
Massachusetts
$26.1K
VWM
1452
Valley Wealth Managers
New Jersey
$25.7K -$146K -766 -85%
TSMHT
1453
Thurston Springer Miller Herd & Titak
Indiana
$25.3K -$3.62K -19 -13%
GWM
1454
Grand Wealth Management
Michigan
$24.8K
DWM
1455
Dogwood Wealth Management
Kansas
$24.2K -$21K -110 -46%
TAM
1456
Townsend Asset Management
North Carolina
$23.4K
VCM
1457
Versant Capital Management
Arizona
$23.4K
DCM
1458
Davis Capital Management
Florida
$21.3K
FFA
1459
Frazier Financial Advisors
Ohio
$21.2K -$56K -294 -73%
RTL
1460
Red Tortoise LLC
Georgia
$21K
RI
1461
Ridgewood Investments
New Jersey
$20.8K
BIG
1462
Brooklyn Investment Group
New York
$19.4K
TC
1463
Truvestments Capital
Florida
$19.1K
FGA
1464
Fortis Group Advisors
New Jersey
$19.1K
DFC
1465
DB Fitzpatrick & Co
Idaho
$18.1K
HFM
1466
Hartford Financial Management
Connecticut
$17.9K
NWM
1467
Nova Wealth Management
Florida
$17.9K +$10.5K +55 +141%
ITIM
1468
Indiana Trust & Investment Management
Indiana
$17.5K
RWM
1469
Ruedi Wealth Management
Illinois
$17.2K
BAM
1470
Bellevue Asset Management
Washington
$16.4K
FMP
1471
Financial Management Professionals
Texas
$16.2K
HFS
1472
Hantz Financial Services
Michigan
$16K +$16K +86 New
DF
1473
DecisionPoint Financial
Arizona
$15.4K
FWM
1474
FSA Wealth Management
Massachusetts
$15.2K
SIM
1475
Studio Investment Management
Illinois
$14.9K