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iShares S&P 500 Value ETF

1,511 hedge funds and large institutions have $31.6B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 602 increasing their positions, 472 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.9M
Puts
$7.56M
Net Calls
Net Calls Change

Top Buyers

1 +$457M
2 +$183M
3 +$94.7M
4
EWA
EP Wealth Advisors
California
+$64.9M
5
Morgan Stanley
Morgan Stanley
New York
+$61.7M

Top Sellers

1 -$125M
2 -$71.8M
3 -$62.8M
4
Bank of America
Bank of America
North Carolina
-$49.8M
5
Goldman Sachs
Goldman Sachs
New York
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
451
Integrated Advisors Network
Texas
$3.41M
SCTC
452
Sanibel Captiva Trust Company
Florida
$3.4M
ONB
453
Old National Bancorp
Indiana
$3.38M
NL
454
NWAM LLC
Washington
$3.36M
SCA
455
St. Clair Advisors
Ohio
$3.34M
BAM
456
Belpointe Asset Management
Nevada
$3.32M
KV
457
Kickstand Ventures
New York
$3.3M
FWA
458
FORM Wealth Advisors
Wisconsin
$3.3M
EWM
459
Evercore Wealth Management
New York
$3.29M
DADC
460
D.A. Davidson & Co
Montana
$3.28M
WWM
461
Western Wealth Management
Colorado
$3.25M
FCBT
462
First Citizens Bank & Trust
North Carolina
$3.23M
SIA
463
Stegner Investment Associates
Kentucky
$3.23M
GC
464
Garde Capital
Washington
$3.21M
IWM
465
IHT Wealth Management
Illinois
$3.21M
BIM
466
Bridges Investment Management
Nebraska
$3.18M
SFS
467
Sowell Financial Services
Arkansas
$3.16M
QCM
468
Quantinno Capital Management
New York
$3.14M
RWS
469
Retirement Wealth Solutions
Wisconsin
$3.1M
MG
470
Mather Group
Illinois
$3.09M
SCM
471
SOL Capital Management
Maryland
$3.08M
MT
472
Midwest Trust
Kansas
$3.07M
PAA
473
Peregrine Asset Advisers
Oregon
$3.07M
TIM
474
Thompson Investment Management
Wisconsin
$3.04M
FPAS
475
Focus Partners Advisor Solutions
Missouri
$3M