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iShares S&P 500 Value ETF
1,569 hedge funds and large institutions have $34B invested in iShares S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 596 increasing their positions, 499 reducing their positions, and 53 closing their positions.
New
Increased
Maintained
Reduced
Closed
126% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 53
82% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $7.52M
19% more repeat investments, than reductions
Existing positions increased: 596 | Existing positions reduced: 499
7% more capital invested
Capital invested by funds: $31.8B → $34B (+$2.17B)
3% more funds holding
Funds holding: 1,528 → 1,569 (+41)
0.24% more ownership
Funds ownership: 80.79% → 81.03% (+0.24%)
6% less funds holding in top 10
Funds holding in top 10: 130 → 122 (-8)
Holders
1,569
Holders Change
+41
Holders Change %
+2.68%
% of All Funds
20.6%
Holding in Top 10
122
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.15%
% of All Funds
1.6%
New
120
Increased
596
Reduced
499
Closed
53
Calls
$13.7M
Puts
$7.52M
Net Calls
+$6.17M
Net Calls Change
-$4.18M
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$229M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$135M |
| 3 |
LPL Financial
San Diego,
California
|
+$127M |
| 4 |
Two Sigma Investments
New York
|
+$57.5M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$30.2M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$159M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$83.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$45.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 5 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$25.4M |
