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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
SIM
1301
Synergy Investment Management
Florida
$224K
GSIAS
1302
Garden State Investment Advisory Services
New Jersey
$223K
PCM
1303
Parsons Capital Management
Rhode Island
$223K
SWM
1304
SeaCrest Wealth Management
New York
$222K
WCA
1305
Westover Capital Advisors
Delaware
$222K
BWA
1306
Bestgate Wealth Advisors
Maryland
$221K
LFA
1307
Longview Financial Advisors
Alabama
$221K
PA
1308
Persium Advisors
Georgia
$220K
ACA
1309
Ascension Capital Advisors
Texas
$218K
BWP
1310
Balboa Wealth Partners
Arizona
$218K
LFS
1311
Legacy Financial Strategies
Kansas
$218K
RMAM
1312
Raab & Moskowitz Asset Management
New Jersey
$218K
RMP
1313
Richards, Merrill & Peterson
Washington
$218K
TWA
1314
TCI Wealth Advisors
Arizona
$217K
ACP
1315
Aviance Capital Partners
Florida
$217K
CHJWM
1316
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K
C1AG
1317
Client 1st Advisory Group
Florida
$216K
DJYG
1318
David J. Yvars Group
Florida
$215K
FFA
1319
Founders Financial Alliance
North Carolina
$215K
VDI
1320
Vaughan David Investments
Illinois
$215K
GWA
1321
Gutierrez Wealth Advisory
Arkansas
$214K
HCM
1322
Hollencrest Capital Management
California
$214K
LFA
1323
LGT Financial Advisors
Texas
$214K
MF
1324
Manchester Financial
California
$213K
SFMG
1325
Sage Financial Management Group
Virginia
$212K