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iShares S&P 500 Value ETF
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Overview Fund Activity

1,510 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SteelPeak Wealth
California
$23.4M +$8.18M +42,936 +54%
WA
127
Waverly Advisors
Alabama
$23.4M +$2.73M +14,326 +13%
GIA
128
Gladstone Institutional Advisory
Florida
$23.4M +$1.04M +5,466 +5%
CFO
129
Callan Family Office
Pennsylvania
$22.7M +$3.19M +16,740 +16%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$22.7M +$204K +1,068 +0.9%
IA
131
Integrity Alliance
Iowa
$22.5M +$9.37M +49,158 +71%
TW
132
Transform Wealth
Colorado
$22.2M -$5.59M -29,318 -20%
DI
133
DDFG Inc
California
$22.2M +$191K +1,004 +0.9%
LFS
134
Lutz Financial Services
Nebraska
$22.2M -$369K -1,934 -2%
SPC
135
Sigma Planning Corp
Michigan
$22.2M +$1.54M +8,063 +7%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$22M +$954K +5,007 +5%
Citigroup
137
Citigroup
New York
$22M -$777K -4,077 -3%
SHIM
138
Stone House Investment Management
Pennsylvania
$21.3M +$9.5M +49,840 +80%
MCM
139
MV Capital Management
Maryland
$21.3M -$686K -3,602 -3%
CA
140
Clearstead Advisors
Ohio
$21.3M +$107K +564 +0.5%
KL
141
KWMG LLC
Kansas
$21.2M +$13K +68 +0.1%
AAP
142
Arax Advisory Partners
Colorado
$21.1M -$602K -3,158 -3%
CFA
143
Cahill Financial Advisors
Minnesota
$20.6M -$8.46M -44,414 -29%
BCI
144
Brinker Capital Investments
Pennsylvania
$20.6M +$8.41M +44,126 +69%
OPS
145
Orion Portfolio Solutions
Nebraska
$20.6M +$8.41M +44,126 +69%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$20.4M +$2.1M +11,001 +11%
FMC
147
First Merchants Corp
Indiana
$20.3M +$2.13M +11,197 +12%
AIP
148
Ameritas Investment Partners
Nebraska
$20.3M -$1.41M -7,390 -6%
HFA
149
High Falls Advisors
New York
$20M +$5.99M +31,439 +43%
CL
150
Choreo LLC
Illinois
$19.7M -$49.4K -259 -0.2%
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