iShares S&P 500 Value ETF
1,499 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 596 increasing their positions, 470 reducing their positions, and 84 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,499
Holders Change
-11
Holders Change %
-0.73%
% of All Funds
20.09%
Holding in Top 10
126
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.97%
% of All Funds
1.69%
New
100
Increased
596
Reduced
470
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$457M |
| 2 |
LPL Financial
San Diego,
California
|
+$183M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$94.7M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$64.9M |
| 5 |
Morgan Stanley
New York
|
+$61.7M |
Top Sellers
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$125M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$71.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$62.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$49.8M |
| 5 |
Goldman Sachs
New York
|
-$46.4M |
