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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 102 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
-27
Holders Change %
-1.76%
% 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
102
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 %
LIA
276
LBMC Investment Advisors
Tennessee
$9.14M -$512K -2,687 -5%
KWM
277
Keebeck Wealth Management
Illinois
$9.02M +$3.36M +17,638 +59%
SF
278
Seros Financial
Arizona
$8.91M -$401K -2,103 -4%
VAS
279
Vestmark Advisory Solutions
Massachusetts
$8.9M +$8.9M +46,680 New
SA
280
Sovran Advisors
California
$8.84M +$2.63M +14,803 +42%
RSWM
281
Robertson Stephens Wealth Management
California
$8.77M +$871K +4,571 +11%
AIA
282
Alternative Investment Advisors
Florida
$8.74M -$460K -2,413 -5%
QPWM
283
Quadrant Private Wealth Management
Pennsylvania
$8.61M +$1.89M +9,926 +28%
LWP
284
LMG Wealth Partners
Louisiana
$8.5M -$150K -788 -2%
EDRH
285
Edmond de Rothschild Holding
Switzerland
$8.49M +$252K +1,322 +3%
MA
286
Mutual Advisors
Nebraska
$8.48M +$372K +2,045 +5%
GVAG
287
Great Valley Advisor Group
Delaware
$8.36M +$67.1K +352 +0.8%
PFP
288
Pinnacle Financial Partners
Tennessee
$8.31M -$502K -2,633 -6%
SS
289
Sunbelt Securities
Texas
$8.3M -$803K -4,216 -9%
LSA
290
Lansing Street Advisors
Pennsylvania
$8.28M +$1.17M +6,124 +16%
FWP
291
FAS Wealth Partners
Kansas
$8.25M -$474K -2,489 -5%
AWE
292
Avidian Wealth Enterprises
Texas
$8.19M +$665K +3,489 +9%
AllianceBernstein
293
AllianceBernstein
Tennessee
$8.08M +$263K +1,378 +3%
EFG
294
Ehrlich Financial Group
California
$8.05M +$1.07M +5,604 +15%
EWA
295
EP Wealth Advisors
California
$7.96M +$9.53K +50 +0.1%
CAL
296
Capital Advisors Ltd
Ohio
$7.87M +$187K +983 +2%
SL
297
SWMG LLC
Texas
$7.78M +$2.33M +12,828 +43%
IA
298
IFP Advisors
Florida
$7.74M +$2.17M +11,373 +39%
FTUS
299
Flow Traders U.S.
New York
$7.72M +$7.72M +40,529 New
SEI Investments
300
SEI Investments
Pennsylvania
$7.68M +$175K +917 +2%
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