IVE icon

iShares S&P 500 Value ETF

1,561 hedge funds and large institutions have $33.9B invested in iShares S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 594 increasing their positions, 496 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$7.52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
1451
Woodard & Company Asset Management Group
North Carolina
$74.1K
CBT
1452
CoreFirst Bank & Trust
Kansas
$73.3K
TCM
1453
TruNorth Capital Management
Michigan
$73.3K
MMCM
1454
Murphy & Mullick Capital Management
New York
$72.7K
IWP
1455
IAG Wealth Partners
Wisconsin
$72.7K
T2I
1456
Turim 21 Investimentos
Brazil
$72.1K
BA
1457
Ballast Advisors
Minnesota
$71.7K
BWM
1458
Bernard Wealth Management
Michigan
$71.2K
TCB
1459
Texas Capital Bancshares
Texas
$67.1K
BBPWM
1460
Blue Bell Private Wealth Management
Pennsylvania
$66.7K
FC
1461
Financial Consulate
Maryland
$65.3K
GK
1462
Graney & King
New York
$65.3K
SWIM
1463
Smallwood Wealth Investment Management
New Jersey
$63.6K
CNBT
1464
Cornerstone National Bank & Trust
Illinois
$63K
PAG
1465
Paladin Advisory Group
Iowa
$62.4K
WPWM
1466
Western Pacific Wealth Management
Illinois
$62.2K
HWA
1467
HHM Wealth Advisors
Tennessee
$59.5K
MHR
1468
Matthew Hamilton Rosenberg
$57.8K
MDCM
1469
Morgan Dempsey Capital Management
Wisconsin
$57.8K
TCM
1470
TD Capital Management
Tennessee
$57.1K
SGK
1471
Steigerwald Gordon & Koch
Virginia
$57K
CFO
1472
Colony Family Offices
North Carolina
$56.4K
OHWP
1473
Oak Harbor Wealth Partners
North Carolina
$56K
RF
1474
Roxbury Financial
New Jersey
$54.1K
PCM
1475
Palouse Capital Management
Washington
$53.5K