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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 %
SFA
801
Semmax Financial Advisors
North Carolina
$906K +$247K +1,332 +37%
Vontobel Holding
802
Vontobel Holding
Switzerland
$906K – – –
GCA
803
Gallagher Capital Advisors
Texas
$901K +$191 +1 +0%
EAM
804
Evanson Asset Management
California
$900K -$162K -850 -15%
CCG
805
Catalina Capital Group
California
$898K +$173K +908 +24%
CWM
806
Connecticut Wealth Management
Connecticut
$897K -$132K -695 -13%
D
807
Dentgroup
Louisiana
$887K -$1.52K -8 -0.2%
AEPWM
808
Atlantic Edge Private Wealth Management
Florida
$886K – – –
ONB
809
Old National Bancorp
Indiana
$885K -$400K -2,100 -31%
NEWAS
810
N.E.W. Advisory Services
Wisconsin
$865K -$3.24K -17 -0.4%
MAWA
811
Moss Adams Wealth Advisors
Washington
$863K +$191 +1 +0%
SAM
812
Smartleaf Asset Management
Massachusetts
$858K +$58.9K +312 +7%
1SB
813
1ST Source Bank
Indiana
$857K -$11.4K -60 -1%
PWCM
814
Processus Wealth & Capital Management
Tennessee
$854K +$63.7K +334 +8%
SAM
815
Summit Asset Management
Tennessee
$853K -$3.24K -17 -0.4%
MSWM
816
McGlone Suttner Wealth Management
Wisconsin
$852K – – –
FWA
817
FSM Wealth Advisors
Ohio
$852K – – –
GWS
818
Glassman Wealth Services
Virginia
$851K +$36.2K +190 +4%
FA
819
Fedenia Advisers
Wisconsin
$847K +$189K +993 +29%
MSA
820
Marino Stram & Associates
Massachusetts
$845K +$1.91K +10 +0.2%
ISFAN
821
Investor's Fiduciary Advisor Network
Washington
$844K -$26.1K -137 -3%
MPCG
822
Matrix Private Capital Group
New York
$840K +$10.5K +55 +1%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$836K +$124K +651 +17%
PMFA
824
Plante Moran Financial Advisors
Michigan
$835K +$6.29K +33 +0.8%
ACM
825
Advisors Capital Management
New Jersey
$830K -$30.1K -158 -4%
31 32
33
34 35