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iShares S&P 500 Value ETF
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Overview Fund Activity

1,510 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 103 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
103
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.55B
2
LPL Financial
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.39B
4
SW
SoFi Wealth
California
$171M
5
Morgan Stanley
Morgan Stanley
New York
$2.63B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$125M
2
UFF
USA Financial Formulas
Michigan
$29K
3
MWM
Modern Wealth Management
Kansas
$5.11M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
Wells Fargo
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
BKM Wealth Management
Wisconsin
$12.2M -$98.5K -517 -0.8%
BPCE
227
Bank Pictet & Cie (Europe)
Germany
$11.9M – – –
AFP
228
Ausdal Financial Partners
Iowa
$11.8M +$2.46M +12,922 +26%
GPA
229
Guidance Point Advisors
Massachusetts
$11.8M +$98.2K +515 +0.8%
CFG
230
Citizens Financial Group
Rhode Island
$11.8M -$550K -2,884 -4%
CWS
231
Cypress Wealth Services
California
$11.7M +$3.72M +19,499 +46%
IWMWV
232
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M -$647K -3,692 -5%
FAIM
233
Financial Advocates Investment Management
Washington
$11.5M -$3.23M -16,944 -22%
PP
234
Prosperity Planning
Missouri
$11.4M -$780K -4,093 -6%
T
235
Tidemark
California
$11.4M +$3.22M +16,889 +39%
IW
236
Instrumental Wealth
Florida
$11.2M +$368K +2,024 +3%
AWM
237
Apollon Wealth Management
South Carolina
$11.1M +$4.81M +25,214 +77%
FFN
238
Focus Financial Network
Minnesota
$11M +$2.17M +11,369 +24%
OAP
239
One Advisory Partners
Kansas
$11M +$4.03M +21,126 +57%
KG
240
Kilter Group
New York
$10.9M +$3.49M +18,297 +47%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$10.9M +$7.29M +38,257 +201%
BOS
242
Bank of Stockton
California
$10.9M +$559K +2,934 +5%
SAF
243
Smith Anglin Financial
Texas
$10.8M +$122K +639 +1%
BFM
244
Broadview Financial Management
Wisconsin
$10.8M -$1.33K -7 -0%
FAM
245
Forte Asset Management
New York
$10.8M +$1.48M +7,770 +16%
SA
246
Scarborough Advisors
Maryland
$10.7M +$3.54M +18,561 +49%
TWM
247
TSA Wealth Management
Texas
$10.7M +$2.85M +14,955 +36%
PA
248
Parallel Advisors
California
$10.5M +$114K +599 +1%
WP
249
WealthShield Partners
North Carolina
$10.5M +$3.31M +17,364 +46%
SWM
250
Scissortail Wealth Management
Oklahoma
$10.5M +$1.33M +6,965 +15%
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