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iShares S&P 500 Value ETF
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Overview Fund Activity

1,496 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, 470 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-13
Holders Change %
-0.86%
% of All Funds
20.06%
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
470
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.1B
2
LPL Financial
LPL Financial
California
$1.55B
3
Ameriprise
Ameriprise
Minnesota
$592M
4
EWA
EP Wealth Advisors
California
$73.1M
5
Morgan Stanley
Morgan Stanley
New York
$2.76B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$120M
2
AAP
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
Charles Schwab
California
$338K
4
Bank of America
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
Goldman Sachs
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
251
Snowden Capital Advisors
New York
$10.6M +$1.2M +6,142 +13%
AT
252
Arlington Trust
Alabama
$10.4M -$7.82K -40 -0.1%
NWAG
253
Net Worth Advisory Group
Utah
$10.3M +$9.23M +47,230 +884%
HI
254
Harbour Investments
Wisconsin
$10.2M -$103K -529 -1%
AIM
255
Acropolis Investment Management
Missouri
$10.2M -$74.7K -382 -0.7%
TCM
256
Traynor Capital Management
Pennsylvania
$10.2M -$247K -1,250 -2%
MMRF
257
Michelson Medical Research Foundation
California
$10.1M – – –
Franklin Resources
258
Franklin Resources
California
$10.1M +$413K +2,115 +4%
AMG
259
Asset Management Group
Connecticut
$10M -$118K -602 -1%
MA
260
Mutual Advisors
Nebraska
$9.76M +$404K +2,013 +4%
FAN
261
Financial Advisors Network
California
$9.73M -$35.8K -183 -0.4%
HWM
262
HB Wealth Management
Georgia
$9.64M -$619K -3,168 -6%
SC
263
Sierra Capital
Florida
$9.54M -$166K -847 -2%
SF
264
Seros Financial
Arizona
$9.54M +$397K +2,034 +4%
RA
265
Rodgers & Associates
Pennsylvania
$9.52M -$47.9K -245 -0.5%
KWM
266
Keebeck Wealth Management
Illinois
$9.5M +$248K +1,267 +3%
QPWM
267
Quadrant Private Wealth Management
Pennsylvania
$9.39M +$566K +2,895 +6%
SW
268
Simplicity Wealth
New Jersey
$9.35M +$5.08M +25,994 +119%
SS
269
Sunbelt Securities
Texas
$9.12M +$805K +4,215 +10%
LSA
270
Lansing Street Advisors
Pennsylvania
$8.92M +$430K +2,200 +5%
MFA
271
Mayflower Financial Advisors
Massachusetts
$8.85M +$1.34M +6,843 +18%
Amundi
272
Amundi
France
$8.79M +$612K +3,100 +7%
NF
273
Nvest Financial
New Hampshire
$8.75M +$911K +4,660 +12%
LWP
274
LMG Wealth Partners
Louisiana
$8.71M -$8.6K -44 -0.1%
LIA
275
LBMC Investment Advisors
Tennessee
$8.68M -$688K -3,521 -7%
9 10
11
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