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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 %
BWM
626
BigSur Wealth Management
Florida
$1.62M – – –
TFG
627
Taylor Financial Group
Virginia
$1.61M -$110K -576 -6%
CFG
628
Cooper Financial Group
California
$1.61M +$640K +3,359 +66%
GT
629
Glenview Trust
Kentucky
$1.61M -$145K -760 -8%
FWP
630
Forefront Wealth Partners
Texas
$1.6M -$105K -549 -6%
IWC
631
Infinity Wealth Counsel
Ohio
$1.6M – – –
HFS
632
Heritage Financial Services
Massachusetts
$1.59M – – –
SFPG
633
Stonebridge Financial Planning Group
Florida
$1.58M -$28.6K -150 -2%
EIA
634
Eldridge Investment Advisors
New Hampshire
$1.58M – – –
EAM
635
Empirical Asset Management
Massachusetts
$1.58M +$163K +857 +12%
AIA
636
Accelerate Investment Advisors
California
$1.58M +$371K +1,946 +31%
PA
637
Pinnacle Associates
New York
$1.57M -$194K -1,018 -11%
FFM
638
Forum Financial Management
Illinois
$1.57M -$52.6K -276 -3%
PSA
639
Plum Street Advisors
Louisiana
$1.56M -$26.5K -139 -2%
AF
640
Advisornet Financial
Minnesota
$1.56M +$154K +810 +11%
EFS
641
Essex Financial Services
Connecticut
$1.55M -$157K -824 -9%
KFAA
642
Klaas Financial Asset Advisors
Illinois
$1.55M -$1.14K -6 -0.1%
JSW
643
Journey Strategic Wealth
New Jersey
$1.55M +$145K +762 +10%
RWM
644
Rialto Wealth Management
New York
$1.55M +$10.3K +54 +0.7%
GT
645
Glenmede Trust
Pennsylvania
$1.55M -$297K -1,556 -16%
SFG
646
Sovereign Financial Group
Connecticut
$1.54M +$381K +1,999 +33%
RIM
647
Redwood Investment Management
Arizona
$1.54M +$92.4K +485 +6%
FFA
648
First Foundation Advisors
California
$1.53M +$441K +2,314 +40%
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$1.53M -$4.96K -26 -0.3%
BWA
650
BCU Wealth Advisors
Illinois
$1.53M +$250K +1,312 +20%
24 25
26
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