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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 %
FEG
401
Fund Evaluation Group
Ohio
$4.17M +$4.17M +21,896 New
SW
402
Simplicity Wealth
New Jersey
$4.16M +$4.16M +21,848 New
ST
403
Smithfield Trust
Pennsylvania
$4.14M -$58.2K -306 -1%
AL
404
ACAS LLC
California
$4.04M -$191K -1,037 -5%
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$4.04M +$4.38K +26 +0.1%
CWA
406
Clarus Wealth Advisors
Arizona
$4.03M +$460K +2,567 +13%
MYIA
407
Mount Yale Investment Advisors
Colorado
$4.02M +$1.17M +6,124 +41%
CWM
408
Certus Wealth Management
California
$4.02M +$1.41M +7,416 +54%
OCFG
409
O'Connor Financial Group
Illinois
$3.99M -$740K -3,882 -16%
ELC
410
Edgar Lomax Company
Virginia
$3.96M -$1.02M -5,340 -20%
JHCP
411
Jackson Hole Capital Partners
Oklahoma
$3.96M +$38.7K +203 +1%
LF
412
Lantz Financial
Illinois
$3.95M +$1.01M +5,317 +35%
LWA
413
Lifelong Wealth Advisors
Minnesota
$3.94M +$1.15M +6,050 +41%
AWP
414
Ascent Wealth Partners
New York
$3.94M +$194K +1,019 +5%
Calamos Advisors
415
Calamos Advisors
Illinois
$3.89M +$456K +2,395 +13%
WAS
416
Wealth Advisory Solutions
Indiana
$3.88M +$47.3K +248 +1%
PA
417
PFG Advisors
Arizona
$3.86M +$1.54M +8,081 +66%
SCM
418
Stordahl Capital Management
Colorado
$3.85M +$44.4K +233 +1%
TPWA
419
Twin Peaks Wealth Advisors
California
$3.85M +$1.39M +7,750 +57%
PPC
420
Park Place Capital
Alabama
$3.84M -$401K -2,104 -9%
AC
421
Allstate Corporation
Illinois
$3.84M -$1.04M -5,482 -21%
BWMG
422
Barnes Wealth Management Group
California
$3.83M +$975K +5,118 +34%
HIA
423
Harbor Investment Advisory
Maryland
$3.82M +$2.86K +15 +0.1%
GB
424
Gunma Bank
Japan
$3.81M -$2.67M -14,000 -41%
BFS
425
Bare Financial Services
Pennsylvania
$3.81M -$64.2K -337 -2%
15 16
17
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