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iShares S&P 500 Value ETF

1,506 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, 599 increasing their positions, 471 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,506
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
P
126
&Partners
Tennessee
$23.5M
PWM
127
Perigon Wealth Management
California
$23.2M
RWP
128
RWA Wealth Partners
Massachusetts
$23M
SFO
129
Stokes Family Office
Louisiana
$22.7M
SPC
130
Sigma Planning Corp
Michigan
$22.6M
KL
131
KWMG LLC
Kansas
$22.4M
PFA
132
Pettinga Financial Advisors
Indiana
$22.2M
WGC
133
Watts Gwilliam & Co
Arizona
$22.2M
Citigroup
134
Citigroup
New York
$22.1M
HFA
135
High Falls Advisors
New York
$22.1M
CA
136
Clearstead Advisors
Ohio
$22.1M
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$22M
CFO
138
Callan Family Office
Pennsylvania
$21.9M
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$21.8M
LFS
140
Lutz Financial Services
Nebraska
$21.6M
WIM
141
WealthPlan Investment Management
Nebraska
$21.1M
PSCM
142
Per Stirling Capital Management
Texas
$21.1M
MCM
143
MV Capital Management
Maryland
$21M
FMC
144
First Merchants Corp
Indiana
$20.7M
CFA
145
Cahill Financial Advisors
Minnesota
$20.5M
CL
146
Choreo LLC
Illinois
$20.5M
PCA
147
Prosperity Capital Advisors
Ohio
$20M
WA
148
Wealth Alliance
New York
$20M
SFS
149
Security Financial Services
Indiana
$19.9M
HGWM
150
Horst & Graben Wealth Management
Oregon
$19.9M