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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
SC
526
Scotia Capital
Ontario, Canada
$2.33M
CCFM
527
Clear Creek Financial Management
Washington
$2.33M
HP
528
Holistic Planning
Texas
$2.33M
BWA
529
BCU Wealth Advisors
Illinois
$2.32M
CL
530
CLG LLC
California
$2.31M
TPWA
531
TRUE Private Wealth Advisors
Oregon
$2.27M
TCA
532
Transcend Capital Advisors
New Jersey
$2.27M
AG
533
AlTi Global
New York
$2.24M
WDG
534
Wealth Dimensions Group
Ohio
$2.24M
PWM
535
Partners Wealth Management
California
$2.23M
FWP
536
Forefront Wealth Partners
Texas
$2.23M
MBI
537
May Barnhard Investments
Maryland
$2.22M
TIM
538
Total Investment Management
Arizona
$2.21M
RBC
539
Roble Belko & Company
Pennsylvania
$2.2M
BIG
540
Brookwood Investment Group
Arizona
$2.2M
MWM
541
Mattern Wealth Management
Kansas
$2.16M
AFG
542
Atomi Financial Group
New York
$2.15M
SWA
543
Strategies Wealth Advisors
Michigan
$2.15M
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$2.15M
DSA
545
Davis Selected Advisers
Arizona
$2.15M
BBHC
546
Brown Brothers Harriman & Co
New York
$2.14M
SDWMA
547
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.14M
SFC
548
Summit Financial Consulting
Michigan
$2.14M
SQA
549
Simon Quick Advisors
New Jersey
$2.13M
G
550
GenTrust
Florida
$2.13M