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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
PWM
1251
Penobscot Wealth Management
Maine
$249K
SFG
1252
Sage Financial Group
Pennsylvania
$248K
TPW
1253
TL Private Wealth
Texas
$248K
PS
1254
Planned Solutions
California
$248K
CCA
1255
Cottonwood Capital Advisors
Utah
$247K
CWA
1256
Canvas Wealth Advisors
Kansas
$243K
CA
1257
Crewe Advisors
Utah
$243K
GCA
1258
Genesee Capital Advisors
New York
$242K
CL
1259
CIM LLC
New York
$242K
MCIA
1260
Mountain Capital Investment Advisors
Colorado
$241K
PA
1261
PSI Advisors
Florida
$241K
HBT
1262
Hills Bank & Trust
Iowa
$240K
SW
1263
SMART Wealth
Nebraska
$240K
FPL
1264
Fortress Private Ledger
North Carolina
$240K
CCA
1265
Cora Capital Advisors
New Jersey
$240K
CASB
1266
Cape Ann Savings Bank
Massachusetts
$240K
LLWM
1267
Life Line Wealth Management
California
$239K
AFW
1268
Avantra Family Wealth
Pennsylvania
$238K
EI
1269
Ellevest Inc
New York
$237K
MA
1270
MCF Advisors
Kentucky
$237K
GLA
1271
Good Life Advisors
Pennsylvania
$237K
FG
1272
Fiduciary Group
Georgia
$236K
1WA
1273
180 Wealth Advisors
Washington
$236K
APA
1274
Astoria Portfolio Advisors
New York
$235K
BEI
1275
Benjamin Edwards Inc
Missouri
$235K