IVE icon

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
NWM
1551
Nova Wealth Management
Florida
$3.1K
ICM
1552
Islay Capital Management
Texas
$2.89K
PPA
1553
Painted Porch Advisors
California
$2.89K
PWM
1554
Proathlete Wealth Management
Florida
$2.7K
MSG
1555
Main Street Group
Virginia
$2.48K
AFWM
1556
Abich Financial Wealth Management
Virginia
$2.27K
GLA
1557
Great Lakes Advisors
Illinois
$2.03K
TCA
1558
Trifecta Capital Advisors
Illinois
$1.86K
GA
1559
Guerra Advisors
Florida
$1.65K
BGWM
1560
Bridge Generations Wealth Management
Florida
$1.24K
VFM
1561
Vision Financial Markets
Connecticut
$1.05K
AWM
1562
AllSquare Wealth Management
New York
$1.03K
BL
1563
BFSG LLC
California
$620
MYIA
1564
Mount Yale Investment Advisors
Colorado
FEG
1565
Fund Evaluation Group
Ohio
DL
1566
DOHJ LLC
Washington
SFC
1567
Summit Financial Consulting
Michigan
CFO
1568
Custos Family Office
Texas
FTUS
1569
Flow Traders U.S.
New York
AAP
1570
Arax Advisory Partners
Colorado
THL
1571
Tillman Hartley LLC
Colorado
FFA
1572
Florida Financial Advisors
Florida
T
1573
Transce3nd
Texas
PMAM
1574
Picton Mahoney Asset Management
Ontario, Canada
Renaissance Technologies
1575
Renaissance Technologies
New York