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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 %
BFS
676
Burkett Financial Services
South Carolina
$1.39M +$16.4K +86 +1%
RCM
677
Raleigh Capital Management
North Carolina
$1.38M +$262K +1,373 +23%
JIP
678
Jaffetilchin Investment Partners
Florida
$1.38M +$51.1K +268 +4%
PCA
679
Pallas Capital Advisors
Massachusetts
$1.38M +$225K +1,183 +20%
LSIA
680
LaSalle St. Investment Advisors
Illinois
$1.38M +$790K +4,150 +135%
BA
681
Bristlecone Advisors
Washington
$1.38M -$4K -21 -0.3%
AssetMark Inc
682
AssetMark Inc
California
$1.37M +$408K +2,143 +43%
OPWM
683
Oxinas Partners Wealth Management
Indiana
$1.37M +$70.9K +372 +5%
DPI
684
Diversified Portfolios Inc
Michigan
$1.36M +$2.48K +13 +0.2%
PIA
685
Perennial Investment Advisors
California
$1.35M +$181K +948 +15%
FWM
686
Fonville Wealth Management
Virginia
$1.34M -$83.3K -455 -6%
LC
687
LTG Capital
Massachusetts
$1.34M -$15.6K -82 -1%
HKIMG
688
Hutchens & Kramer Investment Management Group
Indiana
$1.33M +$268K +1,408 +25%
CAM
689
Close Asset Management
United Kingdom
$1.33M – – –
PI
690
PFG Investments
New York
$1.33M +$35.3K +185 +3%
JF
691
JSF Financial
California
$1.31M -$19.3M -101,342 -94%
SWA
692
SOA Wealth Advisors
New York
$1.31M -$24.2K -127 -2%
FC
693
Fairscale Capital
New Hampshire
$1.31M -$3.62K -19 -0.3%
PWMG
694
Private Wealth Management Group
New Jersey
$1.3M -$76.2K -400 -6%
CPW
695
Catalyst Private Wealth
California
$1.3M – – –
KIG
696
Kennedy Investment Group
New Jersey
$1.28M -$72.6K -381 -5%
EWA
697
EverSource Wealth Advisors
Alabama
$1.27M +$645K +3,383 +102%
CFS
698
CRA Financial Services
New Jersey
$1.27M +$10.7K +56 +0.8%
IAIM
699
International Assets Investment Management
Florida
$1.26M +$14.5K +76 +1%
WEG
700
World Equity Group
Illinois
$1.26M +$615K +3,228 +95%
26 27
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