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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
EIP
501
Ellis Investment Partners
Pennsylvania
$2.64M
PCH
502
PGIM Custom Harvest
New Jersey
$2.63M
ACM
503
Ascent Capital Management
Oregon
$2.61M
GWM
504
GSB Wealth Management
Connecticut
$2.61M
GCM
505
Gables Capital Management
Florida
$2.6M
NFG
506
Nations Financial Group
Iowa
$2.59M
BAM
507
Brave Asset Management
New Jersey
$2.59M
AFS
508
AFG Fiduciary Services
Massachusetts
$2.59M
FWA
509
Flagship Wealth Advisors
Massachusetts
$2.58M
PPC
510
Park Place Capital
Alabama
$2.55M
RIM
511
Redwood Investment Management
Arizona
$2.54M
CA
512
Calton & Associates
Florida
$2.54M
ICP
513
Interchange Capital Partners
Pennsylvania
$2.53M
BOH
514
Bank of Hawaii
Hawaii
$2.53M
PAS
515
PKS Advisory Services
New York
$2.5M
BJL
516
Brighton Jones LLC
Washington
$2.48M
TFGT
517
TS Financial Group (TSFG)
Illinois
$2.46M
SF
518
Synovus Financial
Georgia
$2.46M
OA
519
Operose Advisors
Wisconsin
$2.46M
SF
520
SWP Financial
California
$2.45M
SIC
521
Sigma Investment Counselors
Michigan
$2.43M
RW
522
Regimen Wealth
Georgia
$2.39M
WCM
523
WealthBridge Capital Management
Ohio
$2.38M
GLLW
524
Graves Light Lenhart Wealth
Virginia
$2.35M
WFA
525
Wellspring Financial Advisors
Ohio
$2.35M