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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
CAG
551
Crestwood Advisors Group
Massachusetts
$2.13M
IA
552
Insight Advisors
Pennsylvania
$2.12M
GAM
553
Gemmer Asset Management
California
$2.1M
DBIA
554
Dumont & Blake Investment Advisors
New Jersey
$2.1M
MWM
555
Marietta Wealth Management
Georgia
$2.1M
RB
556
Renasant Bank
Mississippi
$2.09M
VWM
557
Venturi Wealth Management
Texas
$2.09M
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$2.09M
TI
559
Truepoint Inc
Ohio
$2.08M
EL
560
EQ LLC
Washington
$2.08M
MWM
561
Mission Wealth Management
California
$2.05M
TFF
562
The Family Firm
Maryland
$2.04M
RIS
563
Retirement Income Solutions
Michigan
$2.04M
ACA
564
Aptus Capital Advisors
Alabama
$2.03M
WT
565
Whittier Trust
California
$2.01M
GM
566
GeoWealth Management
Illinois
$2.01M
SAM
567
Smartleaf Asset Management
Massachusetts
$2M
TP
568
Tranquility Partners
Tennessee
$2M
GS
569
GWN Securities
Florida
$1.99M
AWM
570
Able Wealth Management
New Jersey
$1.99M
SPW
571
Sonoma Private Wealth
California
$1.98M
HH
572
Hilltop Holdings
Texas
$1.98M
HCC
573
Hirtle Callaghan & Co
Pennsylvania
$1.97M
EFS
574
Essex Financial Services
Connecticut
$1.97M
NA
575
Nottingham Advisors
New York
$1.97M