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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 %
AC
426
Anson Capital
Georgia
$3.79M +$366K +1,920 +11%
RWM
427
RKL Wealth Management
Pennsylvania
$3.77M -$635K -3,334 -14%
DSA
428
Davis Selected Advisers
Arizona
$3.76M -$33.8M -177,463 -90%
AWP
429
Axis Wealth Partners
Rhode Island
$3.7M +$2.48M +13,037 +204%
DWT
430
Dorsey & Whitney Trust
South Dakota
$3.69M -$1.25M -6,536 -25%
BCM
431
BTC Capital Management
Iowa
$3.63M -$43.5K -228 -1%
RL
432
Rogco LP
Oklahoma
$3.61M +$44.4K +233 +1%
TFG
433
Tilson Financial Group
New Jersey
$3.58M +$18.5K +97 +0.5%
Jane Street
434
Jane Street
New York
$3.56M +$2.45M +12,851 +220%
SCA
435
St. Clair Advisors
Ohio
$3.55M – – –
SWA
436
Stratos Wealth Advisors
Ohio
$3.55M -$3.63M -19,060 -51%
GPW
437
Gray Private Wealth
Massachusetts
$3.55M -$52.4K -275 -1%
AC
438
AlphaCore Capital
California
$3.55M +$3.55M +18,641 New
AAS
439
Ameritas Advisory Services
Nebraska
$3.51M -$734K -3,850 -17%
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$3.45M +$96.4K +506 +3%
GC
441
Garde Capital
Washington
$3.45M – – –
IAG
442
Investment Advisory Group
Massachusetts
$3.42M +$60.8K +319 +2%
MCA
443
MSH Capital Advisors
Arizona
$3.39M +$215K +1,127 +7%
FCBT
444
First Citizens Bank & Trust
North Carolina
$3.38M -$180K -946 -5%
SB
445
Strategic Blueprint
Georgia
$3.38M +$969K +5,083 +40%
DT
446
Diversified Trust
Tennessee
$3.38M +$2.99M +15,674 +766%
IWM
447
IHT Wealth Management
Illinois
$3.36M -$9.16M -48,068 -73%
KV
448
Kickstand Ventures
New York
$3.35M +$607K +3,187 +22%
OFG
449
Oxford Financial Group
Indiana
$3.32M +$177K +928 +6%
RB
450
Renasant Bank
Mississippi
$3.32M -$329K -1,726 -9%
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