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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 %
NS
1051
NBC Securities
Alabama
$398K +$398K +2,087 +104,350%
CCA
1052
Conservest Capital Advisors
Pennsylvania
$396K – – –
C
1053
Certuity
Florida
$396K +$396K +2,079 New
CIA
1054
Capital Investment Advisors
Georgia
$395K +$139K +731 +54%
HIIFS
1055
Harel Insurance Investments & Financial Services
Israel
$395K – – –
CP
1056
Clarendon Private
Massachusetts
$395K +$1.53K +8 +0.4%
AGWCA
1057
Annis Gardner Whiting Capital Advisors
Florida
$388K – – –
KA
1058
Klingman & Associates
New York
$387K -$209K -1,095 -35%
GAG
1059
GM Advisory Group
New York
$387K +$98.3K +516 +34%
PWP
1060
Perfromance Wealth Partners
Illinois
$386K -$9.72K -51 -2%
SWM
1061
Shakespeare Wealth Management
Wisconsin
$385K – – –
NFA
1062
Northwest Financial Advisors
Virginia
$384K +$384K +2,014 New
Fisher Asset Management
1063
Fisher Asset Management
Washington
$383K -$406K -2,130 -51%
KIA
1064
KCM Investment Advisors
California
$381K – – –
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K -$26.9K -150 -7%
Deutsche Bank
1066
Deutsche Bank
Germany
$381K -$3.81K -20 -1%
SPWG
1067
Syntegra Private Wealth Group
Missouri
$380K +$134K +702 +54%
OC
1068
Oarsman Capital
Wisconsin
$380K -$162K -850 -30%
NAS
1069
Nicolet Advisory Services
Wisconsin
$379K +$1.58K +9 +0.4%
IFA
1070
Interactive Financial Advisors
Illinois
$379K -$191 -1 -0.1%
ECM
1071
Evergreen Capital Management
Washington
$377K – – –
PWM
1072
Penobscot Wealth Management
Maine
$377K +$377K +1,980 New
SFA
1073
Salus Financial Advisors
Colorado
$374K -$42.9K -225 -10%
CAG
1074
Curtis Advisory Group
California
$374K – – –
BWA
1075
BlueChip Wealth Advisors
Georgia
$373K -$338K -1,775 -48%
41 42
43
44 45