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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 %
AWM
476
Apex Wealth Management
New Hampshire
$3.01M -$10.7K -56 -0.4%
PAA
477
Peregrine Asset Advisers
Oregon
$3M -$110K -575 -4%
CB
478
Cadence Bank
Mississippi
$2.98M +$7.05K +37 +0.2%
SIAS
479
Summit Investment Advisory Services
Minnesota
$2.97M -$338K -1,774 -10%
SCM
480
SOL Capital Management
Maryland
$2.97M +$30.5K +160 +1%
FCI
481
Financial Counselors Inc
Kansas
$2.93M +$768K +4,029 +35%
NL
482
NWAM LLC
Washington
$2.92M +$22.7K +119 +0.8%
TRIA
483
Trail Ridge Investment Advisors
Colorado
$2.91M -$982K -5,151 -25%
SFS
484
Sowell Financial Services
Arkansas
$2.91M +$14.9K +78 +0.5%
FPAS
485
Focus Partners Advisor Solutions
Missouri
$2.9M +$40.4K +212 +1%
SHA
486
Seneca House Advisors
Virginia
$2.89M +$4.76K +25 +0.2%
TFA
487
Tobias Financial Advisors
Florida
$2.87M +$51.6K +271 +2%
TI
488
Truepoint Inc
Ohio
$2.86M -$782K -4,101 -21%
Citadel Advisors
489
Citadel Advisors
Florida
$2.84M -$7.34M -38,501 -72%
FRA
490
FFG Retirement Advisors
Colorado
$2.83M +$209K +1,095 +8%
GJIA
491
Glass Jacobson Investment Advisors
Maryland
$2.81M – – –
MSWMA
492
Market Street Wealth Management Advisors
Indiana
$2.81M -$21.2K -111 -0.7%
TIM
493
Thompson Investment Management
Wisconsin
$2.8M +$96.1K +504 +4%
RA
494
RFG Advisory
Alabama
$2.78M -$1.84M -9,632 -40%
MG
495
Mather Group
Illinois
$2.77M +$951K +4,991 +52%
GG
496
GenWealth Group
New Jersey
$2.75M -$4.76K -25 -0.2%
PCH
497
PGIM Custom Harvest
New Jersey
$2.75M -$25.2K -132 -0.9%
GFP
498
Gryphon Financial Partners
Ohio
$2.73M +$91.5K +480 +3%
Principal Financial Group
499
Principal Financial Group
Iowa
$2.71M -$142K -743 -5%
FWA
500
Flagship Wealth Advisors
Massachusetts
$2.68M -$65.2K -342 -2%
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