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iShares S&P 500 Value ETF

1,507 hedge funds and large institutions have $31.6B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 600 increasing their positions, 471 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.9M
Puts
$7.56M
Net Calls
Net Calls Change

Top Buyers

1 +$457M
2 +$183M
3 +$94.7M
4
EWA
EP Wealth Advisors
California
+$64.9M
5
Morgan Stanley
Morgan Stanley
New York
+$61.7M

Top Sellers

1 -$125M
2 -$71.8M
3 -$62.8M
4
Bank of America
Bank of America
North Carolina
-$49.8M
5
Goldman Sachs
Goldman Sachs
New York
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
276
Nvest Financial
New Hampshire
$8.75M
LWP
277
LMG Wealth Partners
Louisiana
$8.71M
LIA
278
LBMC Investment Advisors
Tennessee
$8.68M
DIP
279
DT Investment Partners
Pennsylvania
$8.59M
AWE
280
Avidian Wealth Enterprises
Texas
$8.57M
KG
281
Kilter Group
New York
$8.55M
IA
282
IFP Advisors
Florida
$8.49M
GWM
283
Geneos Wealth Management
Colorado
$8.49M
FWP
284
FAS Wealth Partners
Kansas
$8.32M
TWM
285
TSA Wealth Management
Texas
$8.21M
RSWM
286
Robertson Stephens Wealth Management
California
$8.15M
GVAG
287
Great Valley Advisor Group
Delaware
$8.13M
EFG
288
Ehrlich Financial Group
California
$8.12M
CAL
289
Capital Advisors Ltd
Ohio
$8.1M
Two Sigma Investments
290
Two Sigma Investments
New York
$7.99M
SWM
291
SigFig Wealth Management
California
$7.92M
UAS
292
United Asset Strategies
New York
$7.87M
VPP
293
Vertex Planning Partners
Illinois
$7.84M
SEI Investments
294
SEI Investments
Pennsylvania
$7.77M
WJA
295
Willis Johnson & Associates
Texas
$7.64M
CA
296
Centerpoint Advisors
Massachusetts
$7.58M
SG
297
StoneX Group
New York
$7.57M
EWA
298
Exencial Wealth Advisors
Oklahoma
$7.54M
MW
299
Maia Wealth
Colorado
$7.51M
William Blair & Company
300
William Blair & Company
Illinois
$7.49M