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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 %
SCI
826
S&CO Inc
Massachusetts
$829K – – –
HIM
827
Hanlon Investment Management
New Jersey
$827K -$534K -2,801 -39%
PMAM
828
Picton Mahoney Asset Management
Ontario, Canada
$826K – – –
CG
829
Caprock Group
Idaho
$821K +$17.2K +90 +2%
CTC
830
Central Trust Company
Missouri
$819K -$9.53K -50 -1%
CB
831
Community Bank
New York
$816K +$38.1K +200 +5%
FCAS
832
First Command Advisory Services
Texas
$812K – – –
IWA
833
Inspirion Wealth Advisors
Illinois
$811K -$191 -1 -0%
AL
834
Aspiriant LLC
California
$810K +$4.96K +26 +0.6%
CPSC
835
Carl P. Sherr & Co
Massachusetts
$809K -$4.19K -22 -0.5%
BF
836
Blankinship & Foster
California
$808K -$25K -131 -3%
Vanguard Group
837
Vanguard Group
Pennsylvania
$806K +$57.4K +301 +8%
T
838
Transce3nd
Texas
$801K +$311K +1,630 +63%
CAI
839
Capital Advisors Inc
Oklahoma
$791K -$953 -5 -0.1%
BIA
840
Benchmark Investment Advisors
Illinois
$784K -$32.6K -171 -4%
OWA
841
Opal Wealth Advisors
New York
$781K -$6.09M -31,942 -89%
WPW
842
Watershed Private Wealth
Illinois
$779K +$119K +627 +18%
CA
843
Continuum Advisory
Idaho
$779K -$62.1K -326 -7%
MC
844
Moors & Cabot
Massachusetts
$777K +$143K +748 +22%
EWM
845
Empirical Wealth Management
Washington
$776K +$53.7K +282 +7%
SEIA
846
Signature Estate & Investment Advisors
California
$775K -$4.96K -26 -0.6%
CWM
847
ClientFirst Wealth Management
Arkansas
$775K – – –
FPW
848
Flagship Private Wealth
Massachusetts
$775K +$38.1K +200 +5%
KWA
849
Kingswood Wealth Advisors
California
$774K +$263K +1,380 +51%
LSA
850
Lion Street Advisors
Texas
$774K +$231K +1,212 +43%
32 33
34
35 36