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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 %
CB
476
Cadence Bank
Mississippi
$2.93M -$117K -600 -4%
CF
477
Centaurus Financial
California
$2.89M +$163K +832 +6%
GJIA
478
Glass Jacobson Investment Advisors
Maryland
$2.86M -$17.6K -90 -0.6%
TRIA
479
Trail Ridge Investment Advisors
Colorado
$2.85M -$163K -826 -5%
CRI
480
Commonwealth Retirement Investments
Virginia
$2.83M +$702K +3,594 +33%
FW
481
FullCircle Wealth
Texas
$2.83M +$634K +3,227 +29%
GG
482
GenWealth Group
New Jersey
$2.81M -$13.9K -71 -0.5%
GFP
483
Gryphon Financial Partners
Ohio
$2.8M +$1.76K +9 +0.1%
MSWMA
484
Market Street Wealth Management Advisors
Indiana
$2.79M -$98.3K -503 -3%
RFP
485
RCS Financial Planning
Maryland
$2.79M +$665K +3,402 +31%
Principal Financial Group
486
Principal Financial Group
Iowa
$2.78M +$195 +1 +0%
NAAA
487
New Age Alpha Advisors
New York
$2.77M +$178K +912 +7%
AC
488
Allstate Corporation
Illinois
$2.76M -$1.17M -6,000 -30%
SC
489
SouthState Corp
Florida
$2.76M +$1.08M +5,518 +64%
BFS
490
BridgePort Financial Solutions
Iowa
$2.75M +$337K +1,723 +14%
FFA
491
First Foundation Advisors
California
$2.69M +$1.11M +5,689 +71%
BIG
492
Bush Investment Group
Georgia
$2.67M +$112K +573 +4%
SAM
493
Sequent Asset Management
Texas
$2.67M -$16.8K -86 -0.6%
AWM
494
Avior Wealth Management
Nebraska
$2.66M -$23.1K -118 -0.9%
CCA
495
Coign Capital Advisors
Utah
$2.64M +$239K +1,223 +10%
LIA
496
LifePlan Investment Advisors
North Carolina
$2.64M +$419K +2,142 +19%
EIP
497
Ellis Investment Partners
Pennsylvania
$2.64M +$61.8K +316 +2%
PCH
498
PGIM Custom Harvest
New Jersey
$2.63M -$194K -991 -7%
ACM
499
Ascent Capital Management
Oregon
$2.61M +$490K +2,507 +23%
GWM
500
GSB Wealth Management
Connecticut
$2.61M +$173K +884 +7%
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