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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$120M
2
AAP
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
Charles Schwab
California
$338K
4
Bank of America
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
Goldman Sachs
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
351
Stenger Family Office
Illinois
$5.39M +$5.39M +27,184 New
GWAM
352
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.39M -$857K -4,386 -14%
SIA
353
Soltis Investment Advisors
Utah
$5.33M -$97.9K -501 -2%
FHC
354
First Heartland Consultants
Missouri
$5.32M -$709K -3,628 -12%
SIAM
355
Sterling Investment Advisors (Missouri)
Missouri
$5.31M -$31.4K -161 -0.6%
FWP
356
Firethorn Wealth Partners
Georgia
$5.31M +$324K +1,659 +7%
COCM
357
Charter Oak Capital Management
New Hampshire
$5.29M -$132K -677 -2%
HPM
358
Hoxton Planning & Management
West Virginia
$5.28M +$575K +2,941 +12%
AC
359
Avestar Capital
New York
$5.26M -$172K -882 -3%
WAL
360
W Advisors LLC
Tennessee
$5.23M +$181K +928 +4%
First Trust Advisors
361
First Trust Advisors
Illinois
$5.18M +$143K +731 +3%
TWM
362
Tradition Wealth Management
Minnesota
$5.18M +$76.6K +392 +2%
FGWP
363
Founders Grove Wealth Partners
Virginia
$5.15M -$365K -1,867 -7%
MOS
364
MGO One Seven
Ohio
$5.03M +$4.25M +21,760 +547%
PFS
365
Prospera Financial Services
Texas
$5.03M -$131K -671 -3%
5W
366
5T Wealth
California
$4.96M -$145K -742 -3%
CWM
367
Cranbrook Wealth Management
Michigan
$4.94M +$155K +791 +3%
WWM
368
Waterway Wealth Management
Texas
$4.88M +$1.76M +9,015 +57%
MHC
369
May Hill Capital
Massachusetts
$4.88M +$3.33M +17,019 +214%
ABWM
370
Alpine Bank Wealth Management
Colorado
$4.87M – – –
FA
371
Flagstar Advisors
New York
$4.84M +$73.3K +375 +2%
LGW
372
Leslie Global Wealth
Illinois
$4.83M +$2.45M +12,517 +103%
MYIA
373
Mount Yale Investment Advisors
Colorado
$4.82M +$695K +3,556 +17%
LF
374
Lantz Financial
Illinois
$4.81M +$762K +3,898 +19%
FAM
375
Forte Asset Management
New York
$4.78M -$6.26M -32,044 -57%
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