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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
BCV
1351
Banque Cantonale Vaudoise
Switzerland
$185K
CWM
1352
CarsonAllaria Wealth Management
Illinois
$182K
BLC
1353
Brown, Lisle/Cummings
Rhode Island
$178K
BCMLT
1354
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K
CTC
1355
Cetera Trust Company
Minnesota
$167K
PWM
1356
Provident Wealth Management
Tennessee
$166K
TF
1357
Tompkins Financial
New York
$157K
GWSG
1358
GPS Wealth Strategies Group
Colorado
$155K
DF
1359
Dunhill Financial
United Kingdom
$153K
CP
1360
Covenant Partners
Tennessee
$150K
BFO
1361
Biltmore Family Office
North Carolina
$148K
AWM
1362
Activest Wealth Management
Florida
$144K
SRCM
1363
Signature Resources Capital Management
California
$144K
LB
1364
Legacy Bridge
Iowa
$142K
BFP
1365
Briaud Financial Planning
Texas
$142K
MEG
1366
Millstone Evans Group
Colorado
$140K
RF
1367
Rossby Financial
Florida
$138K
FM
1368
Family Management
New York
$134K
CSB
1369
City State Bank
Iowa
$132K
BCCM
1370
Black Cypress Capital Management
Florida
$132K
CJH
1371
Christopher J. Hasenberg
Wisconsin
$132K
WPA
1372
Wealth Preservation Advisors
Tennessee
$131K
TFG
1373
Team Financial Group
California
$130K
CT
1374
Colonial Trust
South Carolina
$128K
MWM
1375
Mascoma Wealth Management
New Hampshire
$125K