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iShares S&P 500 Value ETF

1,493 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 98 funds opening new positions, 596 increasing their positions, 468 reducing their positions, and 82 closing their positions.

Holders
1,493
Holders Change
-16
Holders Change %
-1.06%
% of All Funds
20.04%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
98
Increased
596
Reduced
468
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 %
EFG
1526
Ethos Financial Group
Pennsylvania
-1,883 Closed
GWMR
1527
GC Wealth Management RIA
Massachusetts
-1,825 Closed
NCTC
1528
New Covenant Trust Company
Indiana
-1,711 Closed
RW
1529
Ridgeline Wealth
Arizona
-1,600 Closed
AGC
1530
Aspen Grove Capital
Colorado
-1,600 Closed
DIM
1531
Delta Investment Management
California
-1,559 Closed
TSS
1532
Two Sigma Securities
New York
-1,543 Closed
UFA
1533
Uptown Financial Advisors
Texas
-1,518 Closed
RP
1534
Riverwater Partners
Wisconsin
-1,484 Closed
PA
1535
Prism Advisors
California
-1,420 Closed
FFS
1536
Fischer Financial Services
Pennsylvania
-1,375 Closed
HCM
1537
HMS Capital Management
Tennessee
-1,373 Closed
WC
1538
Waterloo Capital
Texas
-1,367 Closed
WMN
1539
Wealth Management Nebraska
Nebraska
-1,354 Closed
TFP
1540
Tilia Fiduciary Partners
North Carolina
-1,319 Closed
KWS
1541
Keystone Wealth Services
California
-1,286 Closed
PCI
1542
Planning Center Inc
Illinois
-1,261 Closed
HCM
1543
Highview Capital Management
Illinois
-1,249 Closed
SOS
1544
Silver Oak Securities
Tennessee
-1,207 Closed
CCMG
1545
Clark Capital Management Group
Pennsylvania
-1,179 Closed
AWA
1546
Acorn Wealth Advisors
Michigan
-1,133 Closed
SGI
1547
Summit Global Investments
Utah
-1,121 Closed
NA
1548
Novus Advisors
South Carolina
-1,110 Closed
FWM
1549
Foguth Wealth Management
Michigan
-1,080 Closed
OWA
1550
Oak Wealth Advisors
Illinois
-1,063 Closed