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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 %
EPW
376
Endeavor Private Wealth
Kansas
$4.82M +$2.6M +13,643 +117%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$4.77M -$2.49M -13,040 -34%
ABWM
378
Alpine Bank Wealth Management
Colorado
$4.75M +$4.75M +24,944 New
CWM
379
Cranbrook Wealth Management
Michigan
$4.67M -$54.3K -285 -1%
FA
380
Flagstar Advisors
New York
$4.65M +$212K +1,114 +5%
HPM
381
Hoxton Planning & Management
West Virginia
$4.59M +$1.45M +7,618 +46%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$4.52M -$71.1K -373 -2%
HCM
383
Hudson Capital Management
New Jersey
$4.51M +$713K +3,743 +19%
IP
384
Investment Partners
Ohio
$4.51M -$40.2K -211 -0.9%
SFP
385
Sterling Financial Planning
New Jersey
$4.46M -$2.86K -15 -0.1%
RWS
386
Resolute Wealth Strategies
Mississippi
$4.45M -$46.7K -245 -1%
PBO
387
Peoples Bank (Ohio)
Ohio
$4.42M -$737K -3,865 -14%
SNWA
388
Siligmueller & Norvid Wealth Advisors
Illinois
$4.41M +$268K +1,408 +6%
AIA
389
Arcadia Investment Advisors
Idaho
$4.39M -$97K -509 -2%
QWP
390
Quotient Wealth Partners
Texas
$4.38M -$24.4K -128 -0.6%
AR
391
Apeiron RIA
Texas
$4.35M -$1.28M -6,732 -23%
CPIG
392
Chicago Partners Investment Group
Illinois
$4.32M +$155K +842 +4%
HW
393
Hancock Whitney
Mississippi
$4.29M -$2.53M -13,272 -37%
HWA
394
Hilltop Wealth Advisors
North Carolina
$4.28M -$352K -1,846 -8%
RSF
395
Rik Saylor Financial
Ohio
$4.27M +$17.2K +90 +0.4%
IUHSA
396
Itau Unibanco Holding S.A.
Brazil
$4.24M – – –
GEA
397
Glen Eagle Advisors
New Jersey
$4.21M -$100K -526 -2%
WB
398
WesBanco Bank
West Virginia
$4.2M +$14.3K +75 +0.3%
PB
399
Pinnacle Bancorp
Nebraska
$4.19M -$86.3K -453 -2%
SVWG
400
Shared Vision Wealth Group
United States
$4.18M +$1.03M +5,390 +33%
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