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iShares S&P 500 Value ETF
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Overview Fund Activity

1,496 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 596 increasing their positions, 470 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-13
Holders Change %
-0.86%
% of All Funds
20.06%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
98
Increased
596
Reduced
470
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.1B
2
LPL Financial
LPL Financial
California
$1.55B
3
Ameriprise
Ameriprise
Minnesota
$592M
4
EWA
EP Wealth Advisors
California
$73.1M
5
Morgan Stanley
Morgan Stanley
New York
$2.76B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$120M
2
AAP
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
Charles Schwab
California
$338K
4
Bank of America
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
Goldman Sachs
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
1476
Peachtree Investment Partners
Florida
$11.4K – – –
VWM
1477
Valley Wealth Managers
New Jersey
$11.1K -$15.2K -78 -58%
WOC
1478
West Oak Capital
California
$10.4K -$88 -45 -0.8%
GLA
1479
Great Lakes Advisors
Illinois
$10.2K -$78.9K -402 -89%
WIM
1480
Westside Investment Management
California
$9.77K – – –
OCM
1481
Orion Capital Management
California
$7.93K +$193 +1 +3%
NMG
1482
New Millennium Group
Utah
$7.19K – – –
POIA
1483
Pin Oak Investment Advisors
Texas
$7K -$2.63K -15 -27%
MAWAG
1484
Mid-American Wealth Advisory Group
Missouri
$6.84K +$6.84K +35 New
RMC
1485
Resources Management Corp
Connecticut
$5K – – –
CVM
1486
Cheviot Value Management
California
$4.37K – – –
UOTTAIMCU
1487
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.91K – – –
RAM
1488
Riggs Asset Management
Pennsylvania
$3.71K +$3.71K +19 New
AWM
1489
Atticus Wealth Management
Florida
$3.32K – – –
PAIM
1490
Punch & Associates Investment Management
Minnesota
$2.95K – – –
ICM
1491
Islay Capital Management
Texas
$2.74K – – –
PPA
1492
Painted Porch Advisors
California
$2.74K +$2.74K +14 New
MSG
1493
Main Street Group
Virginia
$2.35K – – –
TCA
1494
Trifecta Capital Advisors
Illinois
$1.76K – – –
BGWM
1495
Bridge Generations Wealth Management
Florida
$1.17K – – –
VFM
1496
Vision Financial Markets
Connecticut
$986 +$164 +1 +20%
BL
1497
BFSG LLC
California
$978 – – –
AWM
1498
AllSquare Wealth Management
New York
$977 – – –
SWA
1499
Serenus Wealth Advisors
California
– -$95K -94,951 Closed
Susquehanna International Group
1500
Susquehanna International Group
Pennsylvania
– -$10.9M -57,245 Closed
58 59
60
61 62