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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 %
FWMP
926
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$593K – – –
IWS
927
Integrity Wealth Solutions
Colorado
$588K -$15.2K -80 -3%
TLFA
928
True Link Financial Advisors
California
$587K +$587K +3,082 New
OPW
929
Oxler Private Wealth
New York
$584K +$1.72K +9 +0.3%
SXL
930
Summit X LLC
Missouri
$583K +$1.72K +9 +0.3%
EPW
931
Evergreen Private Wealth
Colorado
$578K -$19.6K -103 -3%
GAA
932
Guardian Asset Advisors
Pennsylvania
$576K +$29.3K +154 +5%
DCM
933
Donaldson Capital Management
Indiana
$573K +$573K +3,004 New
ATC
934
Argent Trust Co
Tennessee
$571K +$48.4K +254 +9%
CPA
935
Cardiff Park Advisors
California
$567K – – –
MSAM
936
Moloney Securities Asset Management
Missouri
$565K -$6M -31,480 -91%
MC
937
Middleton & Co
Massachusetts
$563K +$192K +1,005 +52%
AF
938
Amara Financial
California
$560K +$2.29K +12 +0.4%
PL
939
Plancorp LLC
Missouri
$558K +$191 +1 +0%
Empower Advisory Group
940
Empower Advisory Group
Colorado
$558K -$185K -972 -25%
NP
941
NorthRock Partners
Minnesota
$557K +$275K +1,441 +97%
AWA
942
ARQ Wealth Advisors
Arizona
$554K -$133K -698 -19%
GIM
943
Goelzer Investment Management
Indiana
$549K +$187K +983 +52%
AWM
944
Axxcess Wealth Management
California
$545K -$2.18M -11,425 -80%
WAM
945
WNY Asset Management
New York
$542K -$2.29K -12 -0.4%
GWA
946
GGM Wealth Advisors
Maryland
$542K – – –
BCA
947
Ballentine Capital Advisors
South Carolina
$540K – – –
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$537K -$868K -4,555 -62%
NL
949
Navalign LLC
California
$536K -$7.62K -40 -1%
FEM
950
Fulcrum Equity Management
Texas
$536K +$151K +794 +39%
36 37
38
39 40