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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
CT
1376
Caldwell Trust
Florida
$123K
TSMHT
1377
Thurston Springer Miller Herd & Titak
Indiana
$120K
FPB
1378
First PREMIER Bank
South Dakota
$120K
FCMT
1379
Founders Capital Management (Texas)
Texas
$119K
TWM
1380
Topsail Wealth Management
North Carolina
$118K
CAM
1381
Clarity Asset Management
Iowa
$116K
GWS
1382
Greykasell Wealth Strategies
California
$113K
SNB
1383
Security National Bank
Nebraska
$111K
DJSG
1384
D.J. St. Germain
Massachusetts
$111K
FRA
1385
Front Row Advisors
California
$109K
TCM
1386
Tradewinds Capital Management
Washington
$107K
GWANC
1387
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K
DWM
1388
Darwin Wealth Management
Florida
$103K
BGIM
1389
Brandywine Global Investment Management
Pennsylvania
$101K
FDCP
1390
Foster Dykema Cabot & Partners
Massachusetts
$100K
RFG
1391
REAP Financial Group
Texas
$96.5K
FP
1392
Financial Perspectives
Minnesota
$94.4K
Q1WB
1393
Quest 10 Wealth Builders
Virginia
$90.3K
W
1394
WealthCollab
Washington
$89.5K
OIA
1395
Optimum Investment Advisors
Illinois
$87.9K
PFA
1396
Pillar Financial Advisors
Kentucky
$87.9K
IAS
1397
IMA Advisory Services
Colorado
$85.7K
AIC
1398
Archer Investment Corporation
Indiana
$85.2K
CFO
1399
Colony Family Offices
North Carolina
$83.4K
IWP
1400
IAG Wealth Partners
Wisconsin
$81.5K