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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 %
FWM
1026
FLP Wealth Management
Arkansas
$429K +$315K +1,654 +276%
USB
1027
Union Savings Bank
Connecticut
$427K – – –
T2I
1028
Turim 21 Investimentos
Brazil
$424K – – –
CWM
1029
Cabot Wealth Management
Massachusetts
$422K -$6.29K -33 -1%
RRWA
1030
Rainey & Randall Wealth Advisors
Florida
$422K +$7.81K +41 +2%
WFAG
1031
Worth Financial Advisory Group
North Carolina
$422K – – –
FLPIM
1032
F.L. Putnam Investment Management
Massachusetts
$421K -$13K -68 -3%
PA
1033
Parkside Advisors
California
$421K +$191 +1 +0%
FA
1034
Fiducient Advisors
Illinois
$420K +$762 +4 +0.2%
HWA
1035
HCR Wealth Advisors
California
$419K -$3.81K -20 -0.9%
AP
1036
Appleton Partners
Massachusetts
$417K – – –
SFWC
1037
Strategic Family Wealth Counselors
New Jersey
$416K -$1.33K -7 -0.3%
GJWM
1038
Gilliland Jeter Wealth Management
Arkansas
$416K +$120K +628 +40%
IIC
1039
Ironwood Investment Counsel
Arizona
$412K +$191 +1 +0%
MLL
1040
Moody Lynn & Lieberson
Massachusetts
$412K – – –
CFG
1041
Clayton Financial Group
Missouri
$412K -$11.4K -60 -3%
CIC
1042
Carnegie Investment Counsel
Ohio
$410K – – –
AWM
1043
Aviso Wealth Management
Washington
$408K -$15.2K -80 -4%
IA
1044
IFG Advisors
Missouri
$408K -$25.7K -135 -6%
AWMNH
1045
Arcadia Wealth Management (New Hampshire)
New Hampshire
$405K +$405K +2,125 New
SIC
1046
Samalin Investment Counsel
New York
$403K +$2.48K +13 +0.6%
LFG
1047
Larson Financial Group
Missouri
$403K -$40.2K -211 -9%
HTC
1048
Haverford Trust Company
Pennsylvania
$402K – – –
WTB
1049
Washington Trust Bank
Washington
$402K -$12K -63 -3%
HIS
1050
Harvest Investment Services
Illinois
$399K -$1.73M -9,056 -81%
40 41
42
43 44