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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 %
CC
726
Cadinha & Co
Hawaii
$1.16M +$191 +1 +0%
SDWMA
727
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.16M +$14.7K +77 +1%
PAMG
728
Patton Albertson Miller Group
Tennessee
$1.16M -$24.2K -127 -2%
PFA
729
Professional Financial Advisors
Nebraska
$1.15M +$63.3K +332 +6%
SAM
730
Silvercrest Asset Management
New York
$1.15M -$33.4K -175 -3%
IIC
731
Integrated Investment Consultants
Michigan
$1.15M +$131K +687 +13%
WE
732
Wealth Effects
Massachusetts
$1.14M – – –
SPF
733
South Plains Financial
Texas
$1.14M +$28.6K +150 +3%
Schroder Investment Management Group
734
Schroder Investment Management Group
United Kingdom
$1.14M +$1.14M +6,016 New
DC
735
Davenport & Co
Virginia
$1.13M +$411K +2,157 +57%
WPWM
736
Windward Private Wealth Management
Kansas
$1.13M – – –
USCWA
737
U.S. Capital Wealth Advisors
Texas
$1.12M -$1.76M -9,241 -61%
HWM
738
Hohimer Wealth Management
Washington
$1.12M – – –
MBT
739
Montecito Bank & Trust
California
$1.12M -$24.8K -130 -2%
SIS
740
Sound Income Strategies
Florida
$1.11M -$1.93M -10,127 -63%
TFO
741
Tarbox Family Office
California
$1.11M – – –
WCM
742
WealthTrak Capital Management
Virginia
$1.1M +$334K +1,754 +43%
ACM
743
Absolute Capital Management
Pennsylvania
$1.1M +$314K +1,647 +40%
BFO
744
Boston Family Office
Massachusetts
$1.1M – – –
MFF
745
Michels Family Financial
Texas
$1.08M -$2.48K -13 -0.2%
CCB
746
Country Club Bank
Missouri
$1.08M +$11.3K +60 +1%
CD
747
Chapin Davis
Maryland
$1.08M -$17.2K -90 -2%
VVP
748
Venture Visionary Partners
Ohio
$1.07M +$101K +531 +10%
BSTWA
749
Blake Schutter Theil Wealth Advisors
Ohio
$1.06M – – –
SAG
750
SageView Advisory Group
California
$1.06M -$2.1K -11 -0.2%
28 29
30
31 32