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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
RA
1476
Rise Advisors
New York
$53K
OC
1477
Oakworth Capital
Alabama
$50.8K
CBT
1478
Crews Bank & Trust
Florida
$46.7K
CCM
1479
Cloud Capital Management
Washington
$45K
MAM
1480
Morse Asset Management
Connecticut
$44.2K
CTWM
1481
Cherry Tree Wealth Management
Minnesota
$43.8K
RPC
1482
Rossmore Private Capital
Connecticut
$43.6K
JFA
1483
JNBA Financial Advisors
Minnesota
$41.4K
DSC
1484
Duncker Streett & Co
Missouri
$41.3K
FDW
1485
Fourth Dimension Wealth
Ohio
$41.3K
AP
1486
Atwood & Palmer
Missouri
$40K
AA
1487
Addison Advisors
Vermont
$38.4K
ME
1488
McIlrath & Eck
Washington
$38.2K
TWM
1489
Tripletail Wealth Management
Florida
$36.5K
NRG
1490
Nemes Rush Group
Michigan
$36.3K
KC
1491
Knuff & Co
California
$36.1K
CFFP
1492
Center for Financial Planning
Michigan
$32.4K
CWP
1493
Concord Wealth Partners
Virginia
$32K
AW
1494
Avion Wealth
Texas
$32K
HAP
1495
Harbor Asset Planning
Massachusetts
$31.7K
KTC
1496
Kentucky Trust Company
Kentucky
$31K
TAM
1497
Tucker Asset Management
Colorado
$30.8K
PAM
1498
Palisade Asset Management
Minnesota
$29.1K
USAA
1499
United Services Automobile Association
Texas
$27.5K
GWM
1500
Grand Wealth Management
Michigan
$26.8K