iShares S&P 500 Value ETF
1,683 hedge funds and large institutions have $38.9B invested in iShares S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 636 reducing their positions, and 64 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
4% less capital invested
Capital invested by funds: $40.5B → $38.9B (-$1.63B)
9% less repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 636
2% less funds holding in top 10
Funds holding in top 10: 159 → 156 (-3)
Holders
1,683
Holding in Top 10
156
Calls
$13.5M
Puts
$6.33M
Top Buyers
| 1 | +$129M | |
| 2 | +$95.1M | |
| 3 | +$70.1M | |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$68.9M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$55.3M |
Top Sellers
| 1 | -$339M | |
| 2 | -$194M | |
| 3 | -$144M | |
| 4 |
LPL Financial
San Diego,
California
|
-$110M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$84.8M |
