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iShares S&P 500 Value ETF

1,495 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 98 funds opening new positions, 596 increasing their positions, 469 reducing their positions, and 84 closing their positions.

Holders
1,495
Holders Change
-14
Holders Change %
-0.93%
% of All Funds
20.07%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
98
Increased
596
Reduced
469
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
176
Savant Capital
Illinois
$17.3M +$254K +1,300 +1%
SC
177
Saiph Capital
New Jersey
$17.2M -$463K -2,371 -3%
OWA
178
One Wealth Advisors
California
$16.9M +$2.45M +12,521 +17%
VA
179
VestGen Advisors
Illinois
$16.8M +$1.97M +10,055 +13%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$16.8M -$9.19M -47,015 -35%
BPA
181
Beacon Pointe Advisors
California
$16.7M +$207K +1,057 +1%
MGIA
182
Matthew Goff Investment Advisor
Texas
$16.6M -$772K -3,948 -4%
KFS
183
Kelly Financial Services
Massachusetts
$16.5M +$2.96M +15,161 +22%
MC
184
McMorgan & Co
California
$16.4M -$235K -1,201 -1%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$16.4M -$1.37M -6,992 -8%
MFG
186
Merit Financial Group
Georgia
$16.3M +$1.39M +7,138 +9%
DA
187
Detalus Advisors
Missouri
$15.9M +$1.85M +9,489 +13%
MCM
188
M1 Capital Management
Michigan
$15.7M +$142K +728 +0.9%
CFG
189
Cosner Financial Group
Colorado
$15.6M +$662K +3,388 +4%
RFA
190
RTD Financial Advisors
Pennsylvania
$15.6M +$1.66M +8,487 +12%
TF
191
Trek Financial
Arizona
$15.5M +$1.81M +9,240 +13%
ISWM
192
Independent Solutions Wealth Management
New York
$15.2M +$149K +761 +1%
ASN
193
Advisory Services Network
Georgia
$15.2M +$2.26M +11,493 +18%
PFG
194
PAX Financial Group
Texas
$15.1M +$1.99M +10,171 +15%
MWM
195
Modera Wealth Management
New Jersey
$15.1M -$175K -896 -1%
BTWM
196
Brass Tax Wealth Management
Ohio
$14.8M -$30.3K -155 -0.2%
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$14.8M +$238K +1,217 +2%
KPWS
198
Kestra Private Wealth Services
Texas
$14.6M -$1.53M -7,839 -9%
CAL
199
Capital Analysts LLC
Pennsylvania
$14.5M +$917K +4,695 +7%
AA
200
Alesco Advisors
New York
$14.5M -$123K -630 -0.8%