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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
PS
1501
Pinney & Scofield
Massachusetts
$26.6K
BTD
1502
BankPlus Trust Department
Mississippi
$25.6K
TAM
1503
Townsend Asset Management
North Carolina
$25.4K
RWM
1504
RMG Wealth Management
Wisconsin
$25K
FGAM
1505
Financial Gravity Asset Management
Texas
$24.8K
CMA
1506
Cedar Mountain Advisors
Oregon
$24.5K
DCM
1507
Davis Capital Management
Florida
$23.1K
FFA
1508
Frazier Financial Advisors
Ohio
$22.9K
RTL
1509
Red Tortoise LLC
Georgia
$22.9K
HWA
1510
Heartwood Wealth Advisors
Virginia
$20.9K
TC
1511
Truvestments Capital
Florida
$20.7K
FGA
1512
Fortis Group Advisors
New Jersey
$20.7K
PGAM
1513
Princeton Global Asset Management
New Jersey
$20.7K
DFC
1514
DB Fitzpatrick & Co
Idaho
$19.6K
HFM
1515
Hartford Financial Management
Connecticut
$19.2K
ITIM
1516
Indiana Trust & Investment Management
Indiana
$19K
FMP
1517
Financial Management Professionals
Texas
$17.6K
DF
1518
DecisionPoint Financial
Arizona
$16.8K
IRC
1519
Investors Research Corp
Georgia
$16.7K
FWM
1520
FSA Wealth Management
Massachusetts
$16.5K
HHGA
1521
Halbert Hargrove Global Advisors
California
$15.5K
CTA
1522
Colonial Trust Advisors
South Carolina
$15.5K
BAM
1523
Bellevue Asset Management
Washington
$15.3K
HWM
1524
Hemington Wealth Management
Virginia
$15K
TFA
1525
Toth Financial Advisory
Virginia
$14.7K