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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 %
UAS
301
United Asset Strategies
New York
$7.67M -$29.9K -157 -0.4%
NF
302
Nvest Financial
New Hampshire
$7.64M -$8.96K -47 -0.1%
Amundi
303
Amundi
France
$7.59M +$990K +5,400 +15%
CA
304
Centerpoint Advisors
Massachusetts
$7.4M -$19.4K -102 -0.3%
EWA
305
Exencial Wealth Advisors
Oklahoma
$7.36M -$68K -357 -0.9%
VPP
306
Vertex Planning Partners
Illinois
$7.35M +$2.27M +11,892 +45%
MFA
307
Mayflower Financial Advisors
Massachusetts
$7.32M +$1.54M +8,092 +27%
PL
308
Polianta Ltd
Jersey
$7.32M +$152K +800 +2%
Natixis Advisors
309
Natixis Advisors
Massachusetts
$7.3M +$867K +4,547 +13%
William Blair & Company
310
William Blair & Company
Illinois
$7.24M -$20.8K -109 -0.3%
AQR Capital Management
311
AQR Capital Management
Connecticut
$7.23M -$3.3M -17,318 -31%
BFS
312
Bradley Foster & Sargent
Connecticut
$7.17M -$68.8K -361 -1%
SG
313
StoneX Group
New York
$7.16M -$711K -3,731 -9%
WWA
314
WCG Wealth Advisors
Nevada
$7.09M +$1.99M +10,452 +39%
SIG
315
Stonegate Investment Group
Alabama
$7.06M +$9.72K +51 +0.1%
TC
316
TownSquare Capital
Utah
$7.01M -$4.87M -25,579 -41%
ATPW
317
Ashton Thomas Private Wealth
Arizona
$7.01M +$424K +2,225 +6%
SCM
318
SCS Capital Management
Massachusetts
$6.97M +$2.43M +12,772 +54%
CAM
319
Cresset Asset Management
Illinois
$6.92M -$262K -1,377 -4%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.91M -$6.17M -32,389 -47%
EPP
321
ETF Portfolio Partners
Kansas
$6.91M -$8.81M -46,203 -56%
DWP
322
Daymark Wealth Partners
Ohio
$6.89M -$50.9K -267 -0.7%
PFG
323
Pacific Financial Group
Washington
$6.74M -$50.5K -265 -0.7%
YIA
324
YHB Investment Advisors
Connecticut
$6.73M +$25.7K +135 +0.4%
SWM
325
SigFig Wealth Management
California
$6.66M +$2.2M +11,649 +49%
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