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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 %
BWMG
401
Barnes Wealth Management Group
California
$4.23M +$303K +1,550 +8%
AssetMark Inc
402
AssetMark Inc
California
$4.13M +$2.73M +13,973 +195%
AWP
403
Ascent Wealth Partners
New York
$4.12M +$81.5K +417 +2%
PB
404
Pinnacle Bancorp
Nebraska
$4.11M -$187K -957 -4%
FRA
405
FFG Retirement Advisors
Colorado
$4.09M +$1.19M +6,096 +41%
ELC
406
Edgar Lomax Company
Virginia
$4.06M -$8.21K -42 -0.2%
SB
407
Strategic Blueprint
Georgia
$4.02M +$553K +2,830 +16%
GWP
408
Gateway Wealth Partners
Wisconsin
$3.99M +$741K +3,793 +23%
HCM
409
Hudson Capital Management
New Jersey
$3.98M -$646K -3,306 -14%
IA
410
IFG Advisory
Georgia
$3.98M +$1.36M +6,977 +52%
JHCP
411
Jackson Hole Capital Partners
Oklahoma
$3.98M -$85.4K -437 -2%
WAS
412
Wealth Advisory Solutions
Indiana
$3.97M -$3.91K -20 -0.1%
SCM
413
Stordahl Capital Management
Colorado
$3.96M +$8.21K +42 +0.2%
OCFG
414
O'Connor Financial Group
Illinois
$3.96M -$198K -997 -5%
HIA
415
Harbor Investment Advisory
Maryland
$3.93M +$11.5K +59 +0.3%
GEA
416
Glen Eagle Advisors
New Jersey
$3.91M -$404K -2,065 -9%
CSS
417
Cubist Systematic Strategies
Connecticut
$3.91M +$3.91M +19,987 New
AC
418
Anson Capital
Georgia
$3.9M +$9.76K +50 +0.3%
MFC
419
Morris Financial Concepts
South Carolina
$3.88M +$529K +2,706 +16%
VCP
420
Verus Capital Partners
Arizona
$3.87M +$684K +3,502 +21%
HW
421
Hancock Whitney
Mississippi
$3.83M -$571K -2,923 -13%
CWM
422
Centurion Wealth Management
Virginia
$3.83M +$1.37M +7,001 +56%
RWM
423
Ritholtz Wealth Management
New York
$3.79M +$3.12M +15,953 +464%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$3.77M +$3M +15,360 +393%
DWT
425
Dorsey & Whitney Trust
South Dakota
$3.75M -$37.5K -192 -1%
15 16
17
18 19