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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 %
FCH
976
Freestone Capital Holdings
Washington
$500K -$6.48K -34 -1%
CA
977
CGN Advisors
Kansas
$498K -$3.24K -17 -0.6%
IWN
978
Independent Wealth Network
Iowa
$498K -$8.58K -45 -2%
CIC
979
Chilton Investment Company
Connecticut
$496K -$60.2K -316 -11%
FAM
980
Frontier Asset Management
Wyoming
$496K -$101K -529 -17%
WF
981
Welch & Forbes
Massachusetts
$496K -$64.2K -337 -11%
BW
982
BIP Wealth
Georgia
$495K +$8K +42 +2%
GCA
983
Gradient Capital Advisors
California
$494K – – –
BO
984
Bank OZK
Arkansas
$493K +$33.9K +178 +7%
SYBT
985
Stock Yards Bank & Trust
Kentucky
$493K – – –
SSW
986
Stone Summit Wealth
Florida
$487K – – –
IRAG
987
Investment Research & Advisory Group
Georgia
$485K – – –
GI
988
GAMMA Investing
California
$478K – – –
PWH
989
Priebe Wealth Holdings
Minnesota
$478K -$124K -652 -21%
VA
990
Vident Advisory
Georgia
$477K – – –
HNWAG
991
High Net Worth Advisory Group
Florida
$476K – – –
4WM
992
4J Wealth Management
Virginia
$470K – – –
SW
993
SkyOak Wealth
Michigan
$469K +$572 +3 +0.1%
HT
994
Headlands Technologies
Illinois
$468K +$152K +799 +48%
LJAC
995
L.J. Altfest & Co
New York
$466K -$3.81K -20 -0.8%
EPA
996
Element Pointe Advisors
Florida
$465K – – –
Neuberger Berman Group
997
Neuberger Berman Group
New York
$463K +$11.1K +58 +2%
BB
998
Busey Bank
Illinois
$462K – – –
RDFA
999
Ritter Daniher Financial Advisory
Ohio
$462K -$131K -685 -22%
BZWA
1000
Blue Zone Wealth Advisors
California
$461K +$6.1K +32 +1%
38 39
40
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