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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
WWA
301
WCG Wealth Advisors
Nevada
$7.48M
BFS
302
Bradley Foster & Sargent
Connecticut
$7.34M
SIG
303
Stonegate Investment Group
Alabama
$7.23M
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.19M
ATPW
305
Ashton Thomas Private Wealth
Arizona
$7.18M
CAM
306
Cresset Asset Management
Illinois
$7.15M
DWP
307
Daymark Wealth Partners
Ohio
$7.14M
WFAG
308
Wescott Financial Advisory Group
Pennsylvania
$7M
TVM
309
True Vision MN
Minnesota
$6.94M
YIA
310
YHB Investment Advisors
Connecticut
$6.93M
EDRH
311
Edmond de Rothschild Holding
Switzerland
$6.92M
AA
312
Ancora Advisors
Ohio
$6.85M
CIAS
313
CFS Investment Advisory Services
New Jersey
$6.83M
HWM
314
Hobbs Wealth Management
Indiana
$6.83M
EPP
315
ETF Portfolio Partners
Kansas
$6.61M
PFA
316
Pure Financial Advisors
California
$6.6M
SCM
317
SCS Capital Management
Massachusetts
$6.54M
FEG
318
Financial Enhancement Group
Indiana
$6.48M
VC
319
Vicus Capital
Pennsylvania
$6.46M
EA
320
Efficient Advisors
Ohio
$6.36M
HCA
321
Heck Capital Advisors
Wisconsin
$6.31M
NB
322
Nicolet Bankshares
Wisconsin
$6.28M
PW
323
Pandora Wealth
Illinois
$6.27M
SWA
324
Sax Wealth Advisors
New Jersey
$6.25M
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.22M