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iShares S&P 500 Value ETF

1,509 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M
Name Market Value Shares Shares
Change
Shares
Change %
PWM
151
Perigon Wealth Management
California
$19.6M 102,625 +27,843 +37%
WGC
152
Watts Gwilliam & Co
Arizona
$19.5M 102,200 +9,494 +10%
SFO
153
Stokes Family Office
Louisiana
$19.1M 100,477 +25,987 +35%
BFPW
154
BOK Financial Private Wealth
Colorado
$19.1M 100,320 -2,900 -3%
PFA
155
Pettinga Financial Advisors
Indiana
$19M 99,644 +22,596 +29%
TPCW
156
TD Private Client Wealth
New York
$18.9M 99,272 -6,866 -6%
GS
157
GWN Securities
Florida
$18.9M 99,996 +93,876 +1,534%
GIA
158
GHP Investment Advisors
Colorado
$18.8M 98,533 -1,445 -1%
MFIM
159
Mesirow Financial Investment Management
Illinois
$18.8M 98,420 +164 +0.2%
SWM
160
SilverOak Wealth Management
Minnesota
$18.6M 97,730 +3,016 +3%
IF
161
Ironwood Financial
Arizona
$18.6M 97,349 -373 -0.4%
GL
162
Graypoint LLC
New York
$18.4M 96,604 -1,566 -2%
AF
163
Allworth Financial
California
$18.3M 100,756 -5,094 -5%
HGWM
164
Horst & Graben Wealth Management
Oregon
$18M 94,576 +23,968 +34%
NCM
165
Narwhal Capital Management
Georgia
$17.8M 93,284 +3,500 +4%
BTI
166
Blue Trust Inc
Georgia
$17.7M 92,953 +25,238 +37%
PCA
167
Prosperity Capital Advisors
Ohio
$17.7M 93,038 +9,831 +12%
CFB
168
Cullen/Frost Bankers
Texas
$17.5M 91,730 -1,366 -1%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$17.3M 90,899 +2,191 +2%
SC
170
Saiph Capital
New Jersey
$17.2M 90,343 -457 -0.5%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$17M 89,050 +3,502 +4%
MGIA
172
Matthew Goff Investment Advisor
Texas
$17M 88,940 +663 +0.8%
GWM
173
Geneos Wealth Management
Colorado
$16.7M 87,647 +45,033 +106%
SC
174
Savant Capital
Illinois
$16.6M 87,228 -316 -0.4%
LWM
175
Liberty Wealth Management
California
$16.4M 86,091 +26,730 +45%