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iShares S&P 500 Value ETF
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Overview Fund Activity

1,491 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 596 increasing their positions, 467 reducing their positions, and 82 closing their positions.

Holders
1,491
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
20.02%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
97
Increased
596
Reduced
467
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.1B
2
LPL Financial
2
LPL Financial
California
$1.55B
3
Ameriprise
3
Ameriprise
Minnesota
$592M
4
EWA
4
EP Wealth Advisors
California
$73.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.76B

Top Sellers

1
AAP
1
Arax Advisory Partners
Colorado
$4.57M
2
Charles Schwab
2
Charles Schwab
California
$338K
3
Bank of America
3
Bank of America
North Carolina
$1.63B
4
Goldman Sachs
4
Goldman Sachs
New York
$460M
5
PWM
5
Praetorian Wealth Management
California
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$73.1M 373,966 +332,218 +796%
Comerica Bank
52
Comerica Bank
Texas
$72.5M 371,035 +142 +0%
MGIA
53
Moneta Group Investment Advisors
Missouri
$70.1M 358,694 +7,052 +2%
KAS
54
Kestra Advisory Services
Texas
$68.3M 349,692 -55,926 -14%
AWMS
55
Advocacy Wealth Management Services
Georgia
$67.5M 345,509 +61,181 +22%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$64.4M 329,320 +14,348 +5%
CI
57
CX Institutional
Indiana
$64.2M 328,571 +46,928 +17%
LL
58
LPWM LLC
Minnesota
$60.1M 307,687 +13,218 +4%
AG
59
Ascent Group
Virginia
$59.8M 305,852 +15,805 +5%
KIM
60
Kestra Investment Management
Texas
$59.1M 304,435 +228,501 +301%
VA
61
Valmark Advisers
Ohio
$58.6M 299,730 -9,966 -3%
CC
62
Courier Capital
New York
$58.1M 297,095 -518 -0.2%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$56.3M 288,124 -10,570 -4%
PAG
64
Private Advisor Group
New Jersey
$55.6M 284,590 +65,956 +30%
PA
65
Probity Advisors
Texas
$55.5M 283,962 +9,514 +3%
Barclays
66
Barclays
United Kingdom
$53.6M 274,046 -7,934 -3%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$53.2M 272,484 -9,375 -3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$52.6M 268,949 -2,459 -0.9%
ANB
69
Amarillo National Bank
Texas
$52.5M 268,401 -1,345 -0.5%
EH
70
Equitable Holdings
New York
$49.7M 254,330 +15,936 +7%
AWM
71
AE Wealth Management
Kansas
$49.2M 251,862 +47,136 +23%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$49M 250,958 -1,275 -0.5%
EW
73
Evoke Wealth
California
$48.2M 246,849 +4,525 +2%
FRA
74
Frank Rimerman Advisors
California
$47.7M 243,910 – –
APW
75
Austin Private Wealth
Texas
$47.6M 243,662 +12,681 +5%
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