IVE icon

iShares S&P 500 Value ETF

1,553 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 118 funds opening new positions, 589 increasing their positions, 495 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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

Top Buyers

1 +$235M
2 +$138M
3 +$131M
4
Two Sigma Investments
Two Sigma Investments
New York
+$59.1M
5
Lido Advisors
Lido Advisors
California
+$31M

Top Sellers

1 -$163M
2 -$120M
3 -$85.6M
4
US Bancorp
US Bancorp
Minnesota
-$46.6M
5
Wells Fargo
Wells Fargo
California
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1551
Guerra Advisors
Florida
$1.65K
BGWM
1552
Bridge Generations Wealth Management
Florida
$1.24K
VFM
1553
Vision Financial Markets
Connecticut
$1.05K
AWM
1554
AllSquare Wealth Management
New York
$1.03K
BL
1555
BFSG LLC
California
$620
MYIA
1556
Mount Yale Investment Advisors
Colorado
FEG
1557
Fund Evaluation Group
Ohio
DL
1558
DOHJ LLC
Washington
SFC
1559
Summit Financial Consulting
Michigan
CFO
1560
Custos Family Office
Texas
FTUS
1561
Flow Traders U.S.
New York
AAP
1562
Arax Advisory Partners
Colorado
THL
1563
Tillman Hartley LLC
Colorado
FFA
1564
Florida Financial Advisors
Florida
T
1565
Transce3nd
Texas
PMAM
1566
Picton Mahoney Asset Management
Ontario, Canada
Renaissance Technologies
1567
Renaissance Technologies
New York
P
1568
Pitcairn
Pennsylvania
SXL
1569
Summit X LLC
Missouri
RFM
1570
Royal Fund Management
Florida
NA
1571
Nordwand Advisors
Pennsylvania
PL
1572
Plancorp LLC
Missouri
SCM
1573
Schnieders Capital Management
California
HIIFS
1574
Harel Insurance Investments & Financial Services
Israel
BWA
1575
BlueChip Wealth Advisors
Georgia