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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 %
MG
1176
McHugh Group
Ohio
$286K – – –
SIG
1177
Sargent Investment Group
Maryland
$286K – – –
MMG
1178
Monetary Management Group
Missouri
$286K – – –
KCM
1179
KRS Capital Management
Michigan
$285K – – –
BFA
1180
Beaumont Financial Advisors
Massachusetts
$285K – – –
LSA
1181
L & S Advisors
California
$284K +$6.29K +33 +2%
RP
1182
Riverwater Partners
Wisconsin
$283K – – –
BC
1183
Barrett & Company
Rhode Island
$282K – – –
ACA
1184
Ascension Capital Advisors
Texas
$281K -$8.15M -42,789 -97%
BCG
1185
Breakwater Capital Group
New Jersey
$281K – – –
LG
1186
LaFleur & Godfrey
Michigan
$281K -$7.81K -41 -3%
HFO
1187
Heritage Family Offices
Arizona
$280K +$13.3K +70 +5%
AA
1188
Aufman Associates
Pennsylvania
$279K – – –
TL
1189
Tradewinds LLC
North Carolina
$278K -$3.24K -17 -1%
EWA
1190
Evolution Wealth Advisors
Florida
$278K -$99.7K -523 -26%
BSG
1191
Black Swift Group
Colorado
$278K +$278K +1,457 New
WCG
1192
Weaver Consulting Group
California
$277K – – –
TWM
1193
Thrive Wealth Management
Pennsylvania
$276K -$1.52M -7,986 -85%
IBOK
1194
Independence Bank of Kentucky
Kentucky
$276K – – –
GIA
1195
Goodwin Investment Advisory
Georgia
$275K -$9.91K -52 -3%
BFP
1196
Beacon Financial Planning
Massachusetts
$274K +$1.14K +6 +0.4%
CHC
1197
City Holding Co
West Virginia
$273K +$9.34K +49 +4%
QP
1198
Quartz Partners
New York
$273K +$953 +5 +0.4%
FCIM
1199
Fairview Capital Investment Management
California
$272K -$2.48K -13 -0.9%
SIM
1200
Stratos Investment Management
Ohio
$271K +$14.3K +75 +6%
46 47
48
49 50