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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
FCIM
1201
Fairview Capital Investment Management
California
$279K
KHCM
1202
Kirtland Hills Capital Management
Ohio
$279K
OCPWS
1203
One Charles Private Wealth Services
Massachusetts
$278K
HFO
1204
Heritage Family Offices
Arizona
$278K
QP
1205
Quartz Partners
New York
$277K
GAA
1206
Global Assets Advisory
Florida
$277K
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$277K
BTWM
1208
Baker Tilly Wealth Management
Wisconsin
$276K
CFGA
1209
Cambridge Financial Group (Arizona)
Arizona
$275K
BSG
1210
Black Swift Group
Colorado
$274K
LFASL
1211
Lugano Financial Advisors SA (LFA)
Switzerland
$274K
TWM
1212
Thrive Wealth Management
Pennsylvania
$271K
IBOK
1213
Independence Bank of Kentucky
Kentucky
$271K
ACS
1214
Archford Capital Strategies
Illinois
$270K
OWA
1215
Octavia Wealth Advisors
Ohio
$270K
GFPC
1216
Global Financial Private Client
Florida
$269K
KFA
1217
Kapstone Financial Advisors
Ohio
$269K
PIFP
1218
Partners in Financial Planning
Virginia
$267K
CWM
1219
Chesapeake Wealth Management
Virginia
$267K
FW
1220
Fairway Wealth
Ohio
$266K
XPN
1221
XY Planning Network
Montana
$266K
WBC
1222
West Branch Capital
Massachusetts
$265K
RWM
1223
Rockwood Wealth Management
Pennsylvania
$264K
JEST
1224
JTC Employer Solutions Trustee
Jersey
$264K
BSB
1225
Bangor Savings Bank
Maine
$264K