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iShares S&P 500 Value ETF

1,507 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, 600 increasing their positions, 471 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
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
GWSG
1351
GPS Wealth Strategies Group
Colorado
$155K
DF
1352
Dunhill Financial
United Kingdom
$153K
CP
1353
Covenant Partners
Tennessee
$150K
BFO
1354
Biltmore Family Office
North Carolina
$148K
AWM
1355
Activest Wealth Management
Florida
$144K
SRCM
1356
Signature Resources Capital Management
California
$144K
LB
1357
Legacy Bridge
Iowa
$142K
BFP
1358
Briaud Financial Planning
Texas
$142K
MEG
1359
Millstone Evans Group
Colorado
$140K
RF
1360
Rossby Financial
Florida
$138K
FM
1361
Family Management
New York
$134K
CSB
1362
City State Bank
Iowa
$132K
BCCM
1363
Black Cypress Capital Management
Florida
$132K
CJH
1364
Christopher J. Hasenberg
Wisconsin
$132K
WPA
1365
Wealth Preservation Advisors
Tennessee
$131K
TFG
1366
Team Financial Group
California
$130K
CT
1367
Colonial Trust
South Carolina
$128K
MWM
1368
Mascoma Wealth Management
New Hampshire
$125K
CT
1369
Caldwell Trust
Florida
$123K
TSMHT
1370
Thurston Springer Miller Herd & Titak
Indiana
$120K
FPB
1371
First PREMIER Bank
South Dakota
$120K
FCMT
1372
Founders Capital Management (Texas)
Texas
$119K
TWM
1373
Topsail Wealth Management
North Carolina
$118K
CAM
1374
Clarity Asset Management
Iowa
$116K
GWS
1375
Greykasell Wealth Strategies
California
$113K