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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 %
ZF
751
Zhang Financial
Michigan
$1.06M -$5.34K -28 -0.5%
CAC
752
Certified Advisory Corp
Florida
$1.06M -$33.9K -178 -3%
CWM
753
Congress Wealth Management
Massachusetts
$1.06M +$1.06M +5,542 New
TWP
754
Tempus Wealth Planning
California
$1.05M +$492K +2,579 +88%
FPCG
755
Forum Private Client Group
Indiana
$1.05M -$9.72K -51 -0.9%
TCM
756
Triumph Capital Management
Colorado
$1.04M -$34.7K -182 -3%
LPAM
757
Lodestar Private Asset Management
California
$1.04M +$191 +1 +0%
RFA
758
Resurgent Financial Advisors
Georgia
$1.03M +$288K +1,509 +39%
PPW
759
PACK Private Wealth
Minnesota
$1.03M – – –
AA
760
Armis Advisers
Georgia
$1.03M -$252K -1,324 -20%
Chevy Chase Trust
761
Chevy Chase Trust
Maryland
$1.02M -$66.7K -350 -6%
QCG
762
Quadrant Capital Group
Ohio
$1.02M -$148K -777 -13%
NWAG
763
Net Worth Advisory Group
Utah
$1.02M +$19.2K +101 +2%
MWA
764
Monograph Wealth Advisors
California
$1.01M – – –
BFG
765
Beacon Financial Group
Texas
$1.01M +$12.6K +66 +1%
MA
766
MBA Advisors
Pennsylvania
$1.01M -$41.9K -220 -4%
CP
767
Canopy Partners
Ohio
$1.01M – – –
ADL
768
Asset Dedication LLC
California
$1.01M +$24.8K +130 +3%
LC
769
Lindbrook Capital
California
$1M -$8.39K -44 -0.8%
NCG
770
Newport Capital Group
New Jersey
$1M -$23.4K -123 -2%
CSP
771
Cary Street Partners
Virginia
$996K +$381 +2 +0%
MCM
772
MidAtlantic Capital Management
Virginia
$993K +$41.7K +219 +4%
EK
773
Evensky & Katz
Florida
$986K -$41K -215 -4%
NEPWA
774
New England Private Wealth Advisors
Massachusetts
$981K +$1.72K +9 +0.2%
AWM
775
Aprio Wealth Management
Georgia
$981K +$38.3K +201 +4%
29 30
31
32 33