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iShares S&P 500 Value ETF
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Overview Fund Activity

1,509 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 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55B
2
LPL Financial
2
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.39B
4
SW
4
SoFi Wealth
California
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63B

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$29K
2
MWM
2
Modern Wealth Management
Kansas
$5.11M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.19B
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$70.7M 370,893 +1,004 +0.3%
MGIA
52
Moneta Group Investment Advisors
Missouri
$67M 351,642 +25,762 +8%
PWM
53
Praetorian Wealth Management
California
$66.4M 348,366 +9,871 +3%
Charles Schwab
54
Charles Schwab
California
$61.6M 323,083 -17,208 -5%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$60.3M 319,118 +54,607 +21%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$60M 314,972 +12,785 +4%
VA
57
Valmark Advisers
Ohio
$59M 309,696 -2,618 -0.8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$56.9M 298,694 -39,134 -12%
CC
59
Courier Capital
New York
$56.7M 297,613 +5,412 +2%
LL
60
LPWM LLC
Minnesota
$56.1M 294,469 +14,554 +5%
Financial Engines Advisors
61
Financial Engines Advisors
California
$55.6M 291,920 -17,870 -6%
AG
62
Ascent Group
Virginia
$55.3M 290,047 +247,744 +586%
AWMS
63
Advocacy Wealth Management Services
Georgia
$54.2M 284,328 +109,204 +62%
Barclays
64
Barclays
United Kingdom
$53.7M 281,980 -2,300 -0.8%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$53.7M 281,859 -2,145 -0.8%
CI
66
CX Institutional
Indiana
$53.7M 281,643 +49,292 +21%
PA
67
Probity Advisors
Texas
$52.3M 274,448 +5,390 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$51.7M 271,408 -3,611 -1%
ANB
69
Amarillo National Bank
Texas
$51.4M 269,746 -2,307 -0.8%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$48.1M 252,233 -11,196 -4%
AWS
71
Atria Wealth Solutions
New York
$47M 246,581 +51,242 +26%
FRA
72
Frank Rimerman Advisors
California
$46.5M 243,910 -26,045 -10%
EW
73
Evoke Wealth
California
$46.2M 242,324 +6,986 +3%
EH
74
Equitable Holdings
New York
$45.4M 238,394 +32,430 +16%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$44.7M 226,859 -3,589 -2%
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