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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 %
SCA
451
Southern Capital Advisors
Tennessee
$3.32M +$441K +2,312 +15%
DADC
452
D.A. Davidson & Co
Montana
$3.31M -$62.5K -328 -2%
CC
453
Copperleaf Capital
North Carolina
$3.31M +$1.09M +5,716 +49%
WCF
454
West Coast Financial
California
$3.3M +$165K +868 +5%
BAM
455
Belpointe Asset Management
Nevada
$3.29M -$265K -1,391 -7%
VFA
456
Valeo Financial Advisors
Indiana
$3.29M +$8.39K +44 +0.3%
AI
457
Atom Investors
Texas
$3.28M +$3.28M +17,225 New
QCM
458
Quantinno Capital Management
New York
$3.28M +$1.43M +7,478 +77%
MFC
459
Morris Financial Concepts
South Carolina
$3.27M -$37.4K -196 -1%
PFA
460
Pinnacle Family Advisors
Missouri
$3.26M +$82.1K +431 +3%
SFWA
461
Summit Financial Wealth Advisors
Louisiana
$3.26M -$4.57K -24 -0.1%
SIA
462
Schechter Investment Advisors
Michigan
$3.26M +$57.9K +304 +2%
TCM
463
Telos Capital Management
California
$3.24M +$179K +940 +6%
MFG
464
Magnus Financial Group
New York
$3.23M +$411K +2,157 +15%
EWM
465
Evercore Wealth Management
New York
$3.21M -$100K -525 -3%
GWP
466
Gateway Wealth Partners
Wisconsin
$3.17M +$1.04M +5,451 +49%
MLA
467
My Legacy Advisors
Oregon
$3.16M +$985K +5,170 +45%
BIM
468
Bridges Investment Management
Nebraska
$3.15M -$53.4K -280 -2%
SCTC
469
Sanibel Captiva Trust Company
Florida
$3.14M -$277K -1,456 -8%
SIA
470
Stegner Investment Associates
Kentucky
$3.13M -$128K -674 -4%
PWM
471
Pines Wealth Management
North Carolina
$3.13M +$97K +576 +3%
TF
472
Theory Financial
Colorado
$3.12M +$977K +5,125 +46%
VCP
473
Verus Capital Partners
Arizona
$3.11M +$997K +5,230 +47%
FWA
474
FORM Wealth Advisors
Wisconsin
$3.06M +$3.06M +16,048 New
WWM
475
Waterway Wealth Management
Texas
$3.04M +$2.52M +13,241 +488%
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