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iShares S&P 500 Value ETF

1,491 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 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M
Name Market Value Shares Shares
Change
Shares
Change %
P
126
&Partners
Tennessee
$23.5M 119,952 +44,442 +59%
PWM
127
Perigon Wealth Management
California
$23.2M 118,545 +15,920 +16%
RWP
128
RWA Wealth Partners
Massachusetts
$23M 117,466 -5,722 -5%
SFO
129
Stokes Family Office
Louisiana
$22.7M 116,029 +15,552 +15%
SPC
130
Sigma Planning Corp
Michigan
$22.6M 115,679 -570 -0.5%
KL
131
KWMG LLC
Kansas
$22.4M 114,596 +3,356 +3%
PFA
132
Pettinga Financial Advisors
Indiana
$22.2M 113,618 +13,974 +14%
Citigroup
133
Citigroup
New York
$22.1M 113,093 -2,228 -2%
HFA
134
High Falls Advisors
New York
$22.1M 112,996 +8,163 +8%
CA
135
Clearstead Advisors
Ohio
$22.1M 112,864 +1,253 +1%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$22M 112,496 +5,476 +5%
CFO
137
Callan Family Office
Pennsylvania
$21.9M 112,198 -6,888 -6%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$21.8M 111,520 -115,339 -51%
LFS
139
Lutz Financial Services
Nebraska
$21.6M 110,658 -5,632 -5%
WIM
140
WealthPlan Investment Management
Nebraska
$21.1M 108,201 +24,558 +29%
PSCM
141
Per Stirling Capital Management
Texas
$21.1M 107,989 -45,841 -30%
MCM
142
MV Capital Management
Maryland
$21M 107,285 -4,521 -4%
FMC
143
First Merchants Corp
Indiana
$20.7M 105,938 -667 -0.6%
CFA
144
Cahill Financial Advisors
Minnesota
$20.5M 105,038 -3,210 -3%
CL
145
Choreo LLC
Illinois
$20.5M 104,676 +1,161 +1%
PCA
146
Prosperity Capital Advisors
Ohio
$20M 102,140 +9,102 +10%
WA
147
Wealth Alliance
New York
$20M 102,139 +19,057 +23%
SFS
148
Security Financial Services
Indiana
$19.9M 101,643 +18,542 +22%
HGWM
149
Horst & Graben Wealth Management
Oregon
$19.9M 101,626 +7,050 +7%
AIP
150
Ameritas Investment Partners
Nebraska
$19.6M 100,530 -6,000 -6%