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iShares S&P 500 Value ETF

1,511 hedge funds and large institutions have $31.6B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 602 increasing their positions, 472 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.9M
Puts
$7.56M
Net Calls
Net Calls Change

Top Buyers

1 +$457M
2 +$183M
3 +$94.7M
4
EWA
EP Wealth Advisors
California
+$64.9M
5
Morgan Stanley
Morgan Stanley
New York
+$61.7M

Top Sellers

1 -$125M
2 -$71.8M
3 -$62.8M
4
Bank of America
Bank of America
North Carolina
-$49.8M
5
Goldman Sachs
Goldman Sachs
New York
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1176
Flagship Harbor Advisors
Massachusetts
$300K
BWP
1177
Baldwin Wealth Partners
Massachusetts
$300K
VCM
1178
Vivaldi Capital Management
Illinois
$300K
JFGIW
1179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K
AIM
1180
Advyzon Investment Management
Illinois
$298K
CJ
1181
Caitlin John
Michigan
$296K
SIG
1182
Sargent Investment Group
Maryland
$295K
MG
1183
McHugh Group
Ohio
$294K
MMG
1184
Monetary Management Group
Missouri
$293K
KCM
1185
KRS Capital Management
Michigan
$292K
BFA
1186
Beaumont Financial Advisors
Massachusetts
$292K
CWM
1187
Copia Wealth Management
Oregon
$291K
LSA
1188
L & S Advisors
California
$290K
BC
1189
Barrett & Company
Rhode Island
$290K
PWM
1190
PBMares Wealth Management
Virginia
$289K
CWM
1191
Crowley Wealth Management
Delaware
$289K
LG
1192
LaFleur & Godfrey
Michigan
$288K
SIAG
1193
Safeguard Investment Advisory Group
California
$287K
AA
1194
Aufman Associates
Pennsylvania
$286K
HIP
1195
Harrell Investment Partners
Texas
$286K
EWA
1196
Evolution Wealth Advisors
Florida
$285K
WCG
1197
Weaver Consulting Group
California
$284K
BFP
1198
Beacon Financial Planning
Massachusetts
$282K
CHC
1199
City Holding Co
West Virginia
$280K
AAS
1200
Annex Advisory Services
Wisconsin
$280K