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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
AAP
2
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
3
Charles Schwab
California
$338K
4
Bank of America
4
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
5
Goldman Sachs
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.19M +$99.7K +510 +1%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$7.18M -$1.95K -10 -0%
CAM
303
Cresset Asset Management
Illinois
$7.15M +$57.3K +293 +0.8%
DWP
304
Daymark Wealth Partners
Ohio
$7.14M +$74.3K +380 +1%
WFAG
305
Wescott Financial Advisory Group
Pennsylvania
$7M +$268K +1,373 +4%
TVM
306
True Vision MN
Minnesota
$6.94M +$591K +3,022 +9%
YIA
307
YHB Investment Advisors
Connecticut
$6.93M +$28.7K +147 +0.4%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$6.92M -$1.78M -9,123 -20%
AA
309
Ancora Advisors
Ohio
$6.85M +$647K +3,313 +10%
CIAS
310
CFS Investment Advisory Services
New Jersey
$6.84M +$275K +1,406 +4%
HWM
311
Hobbs Wealth Management
Indiana
$6.83M +$969K +4,957 +17%
EPP
312
ETF Portfolio Partners
Kansas
$6.61M -$470K -2,404 -7%
PFA
313
Pure Financial Advisors
California
$6.6M -$30.1K -154 -0.5%
SCM
314
SCS Capital Management
Massachusetts
$6.54M -$611K -3,128 -9%
FEG
315
Financial Enhancement Group
Indiana
$6.48M -$2.18K -11 -0%
VC
316
Vicus Capital
Pennsylvania
$6.46M +$23.3K +119 +0.4%
EA
317
Efficient Advisors
Ohio
$6.36M -$395K -2,021 -6%
HCA
318
Heck Capital Advisors
Wisconsin
$6.31M +$201K +1,026 +3%
NB
319
Nicolet Bankshares
Wisconsin
$6.28M +$16.4K +84 +0.3%
PW
320
Pandora Wealth
Illinois
$6.27M -$44.6K -228 -0.7%
SWA
321
Sax Wealth Advisors
New Jersey
$6.25M +$587K +3,005 +10%
LWANC
322
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.22M +$6.19M +1,209,245 +19,441%
EPW
323
Endeavor Private Wealth
Kansas
$6.22M +$1.28M +6,529 +26%
CCWM
324
Cassaday & Co Wealth Management
Virginia
$6.22M +$5.44M +27,857 +704%
AR
325
Apeiron RIA
Texas
$6.1M +$1.63M +8,342 +37%
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