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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 %
HWM
351
Hobbs Wealth Management
Indiana
$5.72M +$1.54M +8,069 +37%
Brown Advisory
352
Brown Advisory
Maryland
$5.59M -$146K -764 -3%
PFA
353
Pathway Financial Advisors
Vermont
$5.58M -$23.8K -125 -0.4%
SWA
354
Sax Wealth Advisors
New Jersey
$5.52M +$91.5K +480 +2%
LFAS
355
Level Four Advisory Services
Texas
$5.45M +$1.24M +6,512 +29%
FGWP
356
Founders Grove Wealth Partners
Virginia
$5.37M +$426K +2,236 +9%
AC
357
Avestar Capital
New York
$5.3M -$706K -3,706 -12%
SIA
358
Soltis Investment Advisors
Utah
$5.29M +$584K +3,066 +12%
COCM
359
Charter Oak Capital Management
New Hampshire
$5.29M +$428K +2,248 +9%
SFA
360
Sequoia Financial Advisors
Ohio
$5.26M +$3.44M +18,067 +190%
PCIG
361
Partners Capital Investment Group
Massachusetts
$5.23M +$2.63M +13,777 +101%
SIAM
362
Sterling Investment Advisors (Missouri)
Missouri
$5.22M -$99.7K -523 -2%
GWP
363
Gen-Wealth Partners
Michigan
$5.2M +$2.08M +10,935 +67%
OWCM
364
One Wealth Capital Management
Arizona
$5.17M +$2.27M +11,886 +78%
MWM
365
Modern Wealth Management
Kansas
$5.11M -$63.6M -333,685 -93%
CWMK
366
Caliber Wealth Management (Kansas)
Kansas
$5.11M +$5.11M +26,803 New
OC
367
Oppenheimer & Co
New York
$5.03M +$143K +750 +3%
PFS
368
Prospera Financial Services
Texas
$5.03M +$108K +569 +2%
FWP
369
Falcon Wealth Planning
California
$5.03M +$769K +4,035 +18%
TWM
370
Tradition Wealth Management
Minnesota
$4.98M +$1.38M +7,221 +38%
5W
371
5T Wealth
California
$4.98M +$50.9K +267 +1%
SCM
372
Saxony Capital Management
Missouri
$4.97M +$2.41M +12,627 +94%
WAL
373
W Advisors LLC
Tennessee
$4.92M +$269K +1,414 +6%
First Trust Advisors
374
First Trust Advisors
Illinois
$4.92M -$213K -1,119 -4%
FWP
375
Firethorn Wealth Partners
Georgia
$4.86M +$1.19M +6,222 +32%
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