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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
CT
1526
Coastline Trust
Rhode Island
$14.5K
WWM
1527
Wolff Wiese Magana
California
$13.2K
TC
1528
Trust Company
Kansas
$13K
FMB
1529
Field & Main Bank
Kentucky
$12.6K
CAM
1530
Chesapeake Asset Management
New York
$12.6K
PIP
1531
Peachtree Investment Partners
Florida
$12.1K
SIC
1532
SJS Investment Consulting
Ohio
$12K
VWM
1533
Valley Wealth Managers
New Jersey
$11.8K
WIM
1534
Westside Investment Management
California
$10.3K
CF
1535
Collier Financial
Colorado
$9.9K
WOC
1536
West Oak Capital
California
$9.68K
IW
1537
Imprint Wealth
South Carolina
$9.29K
OCM
1538
Orion Capital Management
California
$8.41K
VCM
1539
Viewpoint Capital Management
Washington
$7.64K
NMG
1540
New Millennium Group
Utah
$6.2K
CFG
1541
Chapman Financial Group
Hawaii
$5.78K
ETC
1542
Exchange Traded Concepts
Oklahoma
$5.58K
RCM
1543
Richardson Capital Management
Wisconsin
$5.37K
RMC
1544
Resources Management Corp
Connecticut
$5K
CVM
1545
Cheviot Value Management
California
$4.63K
CCC
1546
Chelsea Counsel Company
California
$4.13K
POIA
1547
Pin Oak Investment Advisors
Texas
$4.13K
UOTTAIMCU
1548
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.13K
LWA
1549
Lowe Wealth Advisors
Maryland
$3.3K
PAIM
1550
Punch & Associates Investment Management
Minnesota
$3.13K