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iShares S&P 500 Value ETF
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Overview Fund Activity

1,509 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 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55B
2
LPL Financial
2
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.39B
4
SW
4
SoFi Wealth
California
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63B

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$29K
2
MWM
2
Modern Wealth Management
Kansas
$5.11M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.19B
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$44.5M 233,381 +3,052 +1%
KeyBank National Association
77
KeyBank National Association
Ohio
$44.4M 233,102 -12,054 -5%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$44.3M 232,194 -3,109 -1%
APW
79
Austin Private Wealth
Texas
$44M 230,981 +83,201 +56%
Corient Private Wealth
80
Corient Private Wealth
Florida
$41.8M 219,538 +114,306 +109%
PAG
81
Private Advisor Group
New Jersey
$41.7M 218,634 +17,464 +9%
WIA
82
World Investment Advisors
California
$40.4M 212,043 +203,655 +2,428%
BAAM
83
Baker Avenue Asset Management
California
$39.6M 207,910 -669 -0.3%
AWM
84
AE Wealth Management
Kansas
$39M 204,726 +26,288 +15%
WWG
85
West Wealth Group
California
$38.8M 204,116 +32,912 +19%
SMC
86
Smith, Moore & Co
Missouri
$38.4M 201,394 +2,665 +1%
SL
87
Salomon & Ludwin
Virginia
$37.8M 198,572 -6,444 -3%
HWM
88
Horizon Wealth Management
Illinois
$36.2M 189,783 +189,783 New
PFM
89
Phillips Financial Management
Indiana
$34.9M 183,276 -9,979 -5%
Northern Trust
90
Northern Trust
Illinois
$34.6M 181,565 -3,875 -2%
NSIM
91
North Star Investment Management
Illinois
$34.6M 181,562 +3,558 +2%
CW
92
CreativeOne Wealth
Kansas
$34.3M 179,780 +61,425 +52%
FWMM
93
Foundation Wealth Management (Missouri)
Missouri
$33.3M 174,724 +1,506 +0.9%
1IA
94
1834 Investment Advisors
Wisconsin
$32.8M 172,333 -7,869 -4%
KOC
95
Koss-Olinger Consulting
Florida
$32.4M 170,188 -2,857 -2%
Two Sigma Investments
96
Two Sigma Investments
New York
$31.2M 163,800 +128,900 +369%
EWA
97
Encompass Wealth Advisors
Oregon
$30.9M 162,167 +5,953 +4%
FLA
98
Financial Life Advisors
Texas
$30.8M 161,610 +4,070 +3%
SWM
99
Spire Wealth Management
Virginia
$30.7M 161,329 -1,377 -0.8%
Creative Planning
100
Creative Planning
Kansas
$30.2M 158,698 +22,998 +17%
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