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iShares S&P 500 Value ETF

1,514 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 102 funds opening new positions, 604 increasing their positions, 472 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
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
1WA
1276
180 Wealth Advisors
Washington
$236K
APA
1277
Astoria Portfolio Advisors
New York
$235K
BEI
1278
Benjamin Edwards Inc
Missouri
$235K
CI
1279
Cambiar Investors
Colorado
$235K
IPAM
1280
Investment Partners Asset Management
New Jersey
$235K
SB
1281
Simmons Bank
Arkansas
$234K
WB
1282
Webster Bank
Connecticut
$234K
SAMT
1283
Select Asset Management & Trust
Pennsylvania
$234K
CPC
1284
Consolidated Planning Corp
Georgia
$234K
WFC
1285
Western Financial Corp
California
$233K
HPC
1286
HM Payson & Co
Maine
$233K
PGA
1287
Portland Global Advisors
Maine
$232K
NWA
1288
Navis Wealth Advisors
New York
$232K
LGWM
1289
Litman Gregory Wealth Management
California
$232K
CFAM
1290
Center For Asset Management
Florida
$231K
PGF
1291
Plan Group Financial
Oklahoma
$230K
TH
1292
TCTC Holdings
Texas
$230K
SI
1293
Seeds Investor
New York
$229K
XF
1294
XML Financial
Maryland
$229K
PP
1295
Patten & Patten
Tennessee
$228K
PAW
1296
Plan A Wealth
Nebraska
$228K
LS
1297
Leelyn Smith
Illinois
$225K
ISL
1298
Ingalls & Snyder LLC
New York
$225K
Lazard Asset Management
1299
Lazard Asset Management
New York
$224K
T
1300
TrueFG
Texas
$224K