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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 %
DL
551
DOHJ LLC
Washington
$2.14M +$427K +2,240 +25%
WDG
552
Wealth Dimensions Group
Ohio
$2.13M -$36.4K -191 -2%
GAM
553
Gemmer Asset Management
California
$2.11M +$150K +787 +8%
MWM
554
Mattern Wealth Management
Kansas
$2.11M +$45.7K +240 +2%
FCFC
555
First Commonwealth Financial Corp
Pennsylvania
$2.1M -$245K -1,284 -10%
ICP
556
Interchange Capital Partners
Pennsylvania
$2.1M +$640K +3,360 +44%
ACA
557
Aptus Capital Advisors
Alabama
$2.09M +$13K +68 +0.6%
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$2.09M -$263K -1,378 -11%
CRI
559
Commonwealth Retirement Investments
Virginia
$2.08M +$587K +3,082 +39%
CWC
560
Carolinas Wealth Consulting
North Carolina
$2.08M +$19.8K +104 +1%
G
561
GenTrust
Florida
$2.08M – – –
ACM
562
Ascent Capital Management
Oregon
$2.07M +$839K +4,404 +68%
RFP
563
RCS Financial Planning
Maryland
$2.07M +$619K +3,246 +43%
CAG
564
Crestwood Advisors Group
Massachusetts
$2.05M +$129K +678 +7%
AFG
565
Atomi Financial Group
New York
$2.05M +$293K +1,537 +17%
DBIA
566
Dumont & Blake Investment Advisors
New Jersey
$2.05M +$953 +5 +0%
MWM
567
Marietta Wealth Management
Georgia
$2.04M +$381 +2 +0%
FW
568
FullCircle Wealth
Texas
$2.04M +$448K +2,453 +28%
VWM
569
Venturi Wealth Management
Texas
$2.03M +$541K +2,837 +36%
NA
570
Nottingham Advisors
New York
$2.03M -$1M -5,256 -33%
SIC
571
Sterling Investment Counsel
New York
$2.01M +$1.05M +5,484 +108%
TFF
572
The Family Firm
Maryland
$1.99M +$191 +1 +0%
RIS
573
Retirement Income Solutions
Michigan
$1.99M – – –
B
574
Bailard
California
$1.99M -$94.5K -496 -5%
SPW
575
Sonoma Private Wealth
California
$1.99M -$24K -126 -1%
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