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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 %
EA
326
Efficient Advisors
Ohio
$6.59M -$1.53M -8,054 -19%
WFAG
327
Wescott Financial Advisory Group
Pennsylvania
$6.57M +$243K +1,275 +4%
WJA
328
Willis Johnson & Associates
Texas
$6.53M +$54.3K +285 +0.8%
MW
329
Maia Wealth
Colorado
$6.53M +$1.73M +9,566 +36%
LF
330
Lighthouse Financial
Florida
$6.51M -$95.3K -500 -1%
PFA
331
Pure Financial Advisors
California
$6.46M -$67.8K -356 -1%
TRCT
332
Tower Research Capital (TRC)
New York
$6.43M +$6.43M +33,734 +1,686,700%
CIAS
333
CFS Investment Advisory Services
New Jersey
$6.4M +$1.22M +6,389 +24%
VC
334
Vicus Capital
Pennsylvania
$6.28M -$82.9K -435 -1%
SA
335
SFI Advisors
New Jersey
$6.2M +$6.2M +32,542 New
TVM
336
True Vision MN
Minnesota
$6.2M +$2.33M +12,210 +60%
PW
337
Pandora Wealth
Illinois
$6.16M +$6.16M +32,334 New
NB
338
Nicolet Bankshares
Wisconsin
$6.11M +$16K +84 +0.3%
PCIA
339
Prime Capital Investment Advisors
Kansas
$6.11M +$586K +3,073 +11%
GWAM
340
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.09M -$2.01M -10,562 -25%
BS
341
Banco Santander
Spain
$6.08M +$334K +1,754 +6%
AA
342
Ancora Advisors
Ohio
$6.05M +$4.98M +26,112 +466%
TIM
343
Tortoise Investment Management
New York
$6.03M -$14.7K -77 -0.2%
HCA
344
Heck Capital Advisors
Wisconsin
$5.96M +$1.09M +5,720 +22%
SC
345
Sapient Capital
Indiana
$5.91M +$31.1K +163 +0.5%
COFSG
346
Carbahal Olsen Financial Services Group
California
$5.89M -$9.34K -49 -0.2%
FHC
347
First Heartland Consultants
Missouri
$5.88M -$1.36M -7,143 -19%
FSWA
348
Financial Synergies Wealth Advisors
Texas
$5.87M +$397K +2,084 +7%
FEG
349
Financial Enhancement Group
Indiana
$5.83M -$3.97M -22,319 -41%
ET
350
Equitable Trust
Tennessee
$5.8M – – –
12 13
14
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