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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.1B 20,983,503 +2,339,857 +13%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.5B 17,895,697 +119,534 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$2.76B 14,135,647 +315,847 +2%
Bank of America
4
Bank of America
North Carolina
$1.63B 8,324,917 -255,047 -3%
LPL Financial
5
LPL Financial
California
$1.55B 7,911,905 +934,622 +13%
Wells Fargo
6
Wells Fargo
California
$1.23B 6,300,593 +30,882 +0.5%
UBS Group
7
UBS Group
Switzerland
$697M 3,567,406 +8,662 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$592M 3,031,014 +484,782 +19%
Stifel Financial
9
Stifel Financial
Missouri
$572M 2,928,155 +214,865 +8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$462M 2,362,479 +105,403 +5%
Goldman Sachs
11
Goldman Sachs
New York
$460M 2,352,694 -237,310 -9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$413M 2,112,895 +152,851 +8%
BlackRock
13
BlackRock
New York
$389M 1,990,567 +182,998 +10%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$365M 1,867,100 +61,038 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$335M 1,715,649 +26,621 +2%
PAS
16
Park Avenue Securities
New York
$324M 1,655,804 +205,339 +14%
Raymond James Financial
17
Raymond James Financial
Florida
$322M 1,647,217 +48,639 +3%
Lido Advisors
18
Lido Advisors
California
$320M 1,638,052 -38,971 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$273M 1,396,052 +231,828 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$238M 1,217,580 -34,992 -3%
Mariner
21
Mariner
Kansas
$218M 1,113,524 +17,098 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$217M 1,112,628 -6,418 -0.6%
MCM
23
MAI Capital Management
Ohio
$199M 1,019,527 +33,807 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$197M 1,006,406 +84,876 +9%
SW
25
SoFi Wealth
California
$186M 951,932 +54,664 +6%