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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
MWP
1326
Madison Wealth Partners
Wisconsin
$210K
AWP
1327
Accretive Wealth Partners
New Jersey
$209K
FA
1328
Fortis Advisors
Pennsylvania
$209K
MCM
1329
Mainstream Capital Management
California
$209K
FWM
1330
FSR Wealth Management
Illinois
$207K
VCA
1331
Verdence Capital Advisors
Maryland
$206K
FCB
1332
First County Bank
Connecticut
$206K
SWM
1333
Segment Wealth Management
Texas
$206K
WAG
1334
Winthrop Advisory Group
Massachusetts
$206K
VCP
1335
Vista Capital Partners
Oregon
$205K
HI
1336
Human Investing
Oregon
$204K
AIP
1337
Almanack Investment Partners
Pennsylvania
$204K
BTIM
1338
BancFirst Trust & Investment Management
Oklahoma
$204K
TCWM
1339
Total Clarity Wealth Management
Illinois
$204K
FAI
1340
Fiduciary Advisors Inc
Missouri
$202K
TW
1341
TritonPoint Wealth
Maryland
$202K
SOAG
1342
Silver Oak Advisory Group
Oregon
$200K
BOJHT
1343
Bank of Jackson Hole Trust
Wyoming
$199K
IWM
1344
Inlight Wealth Management
Georgia
$199K
MFC
1345
Mechanics Financial Corp
Ohio
$198K
EWP
1346
Elevation Wealth Partners
California
$195K
RPCA
1347
Running Point Capital Advisors
California
$195K
CAM
1348
Creekmur Asset Management
Illinois
$189K
BWL
1349
Bogart Wealth LLC
Virginia
$188K
AF
1350
Alerus Financial
North Dakota
$186K