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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
P
1576
Pitcairn
Pennsylvania
SXL
1577
Summit X LLC
Missouri
RFM
1578
Royal Fund Management
Florida
NA
1579
Nordwand Advisors
Pennsylvania
PL
1580
Plancorp LLC
Missouri
SCM
1581
Schnieders Capital Management
California
HIIFS
1582
Harel Insurance Investments & Financial Services
Israel
BWA
1583
BlueChip Wealth Advisors
Georgia
EP
1584
Edgestream Partners
New Jersey
BFAG
1585
Blackston Financial Advisory Group
Florida
FH
1586
Financial Harvest
Florida
Boston Partners
1587
Boston Partners
Massachusetts
W
1588
Wealthquest
Ohio
SIG
1589
Sargent Investment Group
Maryland
GAA
1590
Global Assets Advisory
Florida
TFS
1591
Thoroughbred Financial Services
Tennessee
YCM
1592
Yousif Capital Management
Michigan
PWM
1593
Penobscot Wealth Management
Maine
APA
1594
Astoria Portfolio Advisors
New York
CWM
1595
CarsonAllaria Wealth Management
Illinois
BCMLT
1596
Beacon Capital Management LLC (Tennessee)
Tennessee
CTC
1597
Cetera Trust Company
Minnesota
BFP
1598
Briaud Financial Planning
Texas
TSMHT
1599
Thurston Springer Miller Herd & Titak
Indiana
GWANC
1600
Guardian Wealth Advisors (North Carolina)
North Carolina