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iShares S&P 500 Value ETF

1,491 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$19.6M 100,448 +19,870 +25%
BF
152
BOK Financial
Oklahoma
$19.6M 100,117 -23,820 -19%
BTI
153
Blue Trust Inc
Georgia
$19.5M 99,934 +6,981 +8%
LWM
154
Liberty Wealth Management
California
$19.5M 99,789 +13,698 +16%
BCM
155
Brookstone Capital Management
Illinois
$19.3M 98,596 +12,906 +15%
SWM
156
SilverOak Wealth Management
Minnesota
$19.3M 98,587 +857 +0.9%
GIA
157
GHP Investment Advisors
Colorado
$19.1M 97,933 -600 -0.6%
BFPW
158
BOK Financial Private Wealth
Colorado
$19.1M 97,875 -2,445 -2%
GL
159
Graypoint LLC
New York
$19M 97,030 +426 +0.4%
AF
160
Allworth Financial
California
$18.9M 96,915 -3,841 -4%
MFIM
161
Mesirow Financial Investment Management
Illinois
$18.9M 96,768 -1,652 -2%
SPIA
162
Steward Partners Investment Advisory
New York
$18.6M 95,300 +26,368 +38%
IF
163
Ironwood Financial
Arizona
$18.6M 97,349
TPCW
164
TD Private Client Wealth
New York
$18.5M 94,595 -4,677 -5%
SWMP
165
Signature Wealth Management Partners
New Jersey
$18.5M 94,583 +10,353 +12%
NCM
166
Narwhal Capital Management
Georgia
$18.2M 93,284
FFA
167
Farther Finance Advisors
California
$18.2M 93,114 -34,060 -27%
IA
168
Integrity Alliance
Iowa
$18.1M 92,841 -25,346 -21%
PWA
169
Physician Wealth Advisors
Utah
$17.9M 91,745 +6,569 +8%
GRP
170
Global Retirement Partners
California
$17.9M 91,673 +91,673 New
CFB
171
Cullen/Frost Bankers
Texas
$17.9M 91,654 -76 -0.1%
KFSC
172
Keystone Financial Services (Colorado)
Colorado
$17.9M 91,593 +16,366 +22%
FHA
173
First Horizon Advisors
Tennessee
$17.8M 91,300 +8,000 +10%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$17.6M 88,468 -582 -0.7%
TWP
175
Triad Wealth Partners
Kansas
$17.3M 88,782 +17,915 +25%