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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
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$18.6M
BTI
177
Blue Trust Inc
Georgia
$18.3M
SC
178
Saiph Capital
New Jersey
$18M
VA
179
VestGen Advisors
Illinois
$17.9M
MFG
180
Merit Financial Group
Georgia
$17.9M
PFG
181
PAX Financial Group
Texas
$17.9M
FMC
182
First Merchants Corp
Indiana
$17.7M
SC
183
Savant Capital
Illinois
$17.6M
MGIA
184
Matthew Goff Investment Advisor
Texas
$17.5M
ATPW
185
Ashton Thomas Private Wealth
Arizona
$17.5M
CFG
186
Cosner Financial Group
Colorado
$17.4M
DA
187
Detalus Advisors
Missouri
$17.4M
IC
188
IEQ Capital
California
$17M
BPA
189
Beacon Pointe Advisors
California
$16.7M
TF
190
Trek Financial
Arizona
$16.7M
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$16.7M
MC
192
McMorgan & Co
California
$16.6M
CAL
193
Capital Analysts LLC
Pennsylvania
$16.5M
MCM
194
M1 Capital Management
Michigan
$16.5M
ASN
195
Advisory Services Network
Georgia
$16.4M
RFA
196
RTD Financial Advisors
Pennsylvania
$16.4M
SA
197
Sovran Advisors
California
$16.3M
KPWS
198
Kestra Private Wealth Services
Texas
$16.2M
ISWM
199
Independent Solutions Wealth Management
New York
$16.1M
SL
200
SWMG LLC
Texas
$16M