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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 %
WCP
876
Wick Capital Partners
Pennsylvania
$711K -$77K -404 -10%
FIM
877
Freedom Investment Management
Connecticut
$710K +$710K +3,725 New
LWL
878
Leo Wealth LLC
Texas
$710K -$3.53M -18,526 -83%
AC
879
Apella Capital
Connecticut
$705K +$36.2K +200 +5%
FWTB
880
First Western Trust Bank
Colorado
$698K – – –
LKWM
881
Lee-Kelleher Wealth Management
Maryland
$695K – – –
FFG
882
Fortress Financial Group
Minnesota
$695K – – –
CCA
883
Clarity Capital Advisors
Florida
$694K – – –
CFO
884
CVA Family Office
Colorado
$691K – – –
ES
885
Eagle Strategies
New York
$684K +$21.5K +113 +3%
AWM
886
Alterna Wealth Management
Texas
$681K +$217K +1,141 +47%
CIBC World Market
887
CIBC World Market
Ontario, Canada
$680K -$771K -4,047 -53%
CNB
888
Camden National Bank
Maine
$680K – – –
GWA
889
Geometric Wealth Advisors
District of Columbia
$679K – – –
VC
890
Veracity Capital
Georgia
$675K +$84.8K +445 +14%
NPFS
891
Novak & Powell Financial Services
Florida
$673K -$83.7K -439 -11%
DWS
892
Discipline Wealth Solutions
South Carolina
$668K -$129K -678 -16%
AFW
893
Avantra Family Wealth
Pennsylvania
$664K +$48.8K +256 +8%
LA
894
Lifeworks Advisors
Michigan
$661K +$206K +1,080 +45%
NG
895
Norden Group
Utah
$657K -$6.68M -35,073 -91%
IAS
896
Insigneo Advisory Services
Florida
$657K +$141K +741 +27%
RWM
897
Ritholtz Wealth Management
New York
$655K +$92.8K +487 +17%
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$653K +$2.48K +13 +0.4%
KLI
899
Kelman-Lazarov Inc
Tennessee
$651K +$2.48K +13 +0.4%
GSEP
900
Golden State Equity Partners
California
$648K -$303K -1,589 -32%
34 35
36
37 38