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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
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
McNaughton Wealth Management
California
$10.4M +$10.4M +54,554 New
CIA
252
Concurrent Investment Advisors
Florida
$10.2M -$6.81M -35,723 -40%
AT
253
Arlington Trust
Alabama
$10.2M +$66.3K +348 +0.7%
FCC
254
Florin Court Capital
United Kingdom
$10.2M +$2.74M +14,400 +37%
I
255
INVST
Indiana
$10.1M -$2.03M -10,636 -17%
CF
256
Corebridge Financial
Texas
$10.1M -$7.68M -40,300 -43%
TCM
257
Traynor Capital Management
Pennsylvania
$10M +$84.2K +442 +0.8%
HI
258
Harbour Investments
Wisconsin
$10M +$1.35M +7,096 +16%
HWM
259
HB Wealth Management
Georgia
$10M +$991K +5,201 +11%
AIM
260
Acropolis Investment Management
Missouri
$9.99M +$158K +827 +2%
MMRF
261
Michelson Medical Research Foundation
California
$9.89M – – –
AMG
262
Asset Management Group
Connecticut
$9.88M +$11.2K +59 +0.1%
AWMG
263
ADG Wealth Management Group
Louisiana
$9.83M +$48.4K +254 +0.5%
FTS
264
Fifth Third Securities
Ohio
$9.72M +$1.7M +8,896 +21%
WWM
265
Western Wealth Management
Colorado
$9.67M +$450K +2,361 +5%
SL
266
Sentinus LLC
Illinois
$9.64M +$3.55M +18,631 +58%
CAG
267
Csenge Advisory Group
Florida
$9.59M +$1.24M +6,990 +15%
FAN
268
Financial Advisors Network
California
$9.52M -$80.6K -423 -0.8%
SC
269
Sierra Capital
Florida
$9.46M +$2.29K +12 +0%
Franklin Resources
270
Franklin Resources
California
$9.45M +$637K +3,342 +7%
RA
271
Rodgers & Associates
Pennsylvania
$9.33M +$390K +2,047 +4%
RIA
272
Regal Investment Advisors
Michigan
$9.2M +$2.95M +15,459 +47%
SCA
273
Snowden Capital Advisors
New York
$9.15M +$2.23M +11,719 +32%
AWA
274
Arkadios Wealth Advisors
Georgia
$9.14M +$7.9M +41,435 +635%
BHWM
275
Bay Harbor Wealth Management
Maryland
$9.14M +$3.25M +17,079 +55%
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