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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 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-14
Holders Change %
-0.93%
% of All Funds
20.06%
Holding in Top 10
126
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.97%
% of All Funds
1.69%
New
98
Increased
596
Reduced
470
Closed
85
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 %
SCA
451
St. Clair Advisors
Ohio
$3.34M -$305K -1,559 -8%
BAM
452
Belpointe Asset Management
Nevada
$3.32M -$56.9K -291 -2%
KV
453
Kickstand Ventures
New York
$3.3M -$129K -661 -4%
FWA
454
FORM Wealth Advisors
Wisconsin
$3.3M +$163K +835 +5%
EWM
455
Evercore Wealth Management
New York
$3.29M – – –
DADC
456
D.A. Davidson & Co
Montana
$3.28M -$112K -575 -3%
WWM
457
Western Wealth Management
Colorado
$3.25M -$6.67M -34,110 -67%
FCBT
458
First Citizens Bank & Trust
North Carolina
$3.23M -$241K -1,233 -7%
SIA
459
Stegner Investment Associates
Kentucky
$3.23M +$15.2K +78 +0.5%
GC
460
Garde Capital
Washington
$3.21M -$325K -1,664 -9%
IWM
461
IHT Wealth Management
Illinois
$3.21M -$237K -1,211 -7%
BIM
462
Bridges Investment Management
Nebraska
$3.18M -$55.3K -283 -2%
SFS
463
Sowell Financial Services
Arkansas
$3.16M +$185K +948 +6%
QCM
464
Quantinno Capital Management
New York
$3.14M -$227K -1,162 -7%
RWS
465
Retirement Wealth Solutions
Wisconsin
$3.1M +$474K +2,425 +18%
MG
466
Mather Group
Illinois
$3.09M +$246K +1,261 +9%
SCM
467
SOL Capital Management
Maryland
$3.08M +$39.1K +200 +1%
MT
468
Midwest Trust
Kansas
$3.07M +$3.07M +15,725 New
PAA
469
Peregrine Asset Advisers
Oregon
$3.07M -$4.5K -23 -0.1%
TIM
470
Thompson Investment Management
Wisconsin
$3.04M +$171K +874 +6%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$3M +$19.7K +101 +0.7%
SHA
472
Seneca House Advisors
Virginia
$2.98M +$12.1K +62 +0.4%
WIA
473
World Investment Advisors
California
$2.97M -$38.5M -196,845 -93%
WP
474
WealthPLAN Partners
Nebraska
$2.96M +$369K +1,889 +14%
TFA
475
Tobias Financial Advisors
Florida
$2.95M -$1.56K -8 -0.1%
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