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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 %
CTA
1476
Colonial Trust Advisors
South Carolina
$14.3K -$6.1K -32 -30%
HHGA
1477
Halbert Hargrove Global Advisors
California
$14.3K – – –
PWM
1478
Parkworth Wealth Management
California
$14.1K – – –
TFA
1479
Toth Financial Advisory
Virginia
$13.5K – – –
CT
1480
Coastline Trust
Rhode Island
$13.3K – – –
HWM
1481
Hemington Wealth Management
Virginia
$13K +$178 +1 +1%
CF
1482
Collier Financial
Colorado
$12.9K -$3.84M -20,200 -100%
PFG
1483
Putney Financial Group
California
$12.2K – – –
FMB
1484
Field & Main Bank
Kentucky
$11.6K – – –
PIP
1485
Peachtree Investment Partners
Florida
$11K – – –
WOC
1486
West Oak Capital
California
$10.2K -$2.24K -1,175 -18%
EF
1487
Elite Financial
Idaho
$10K +$10K +57 New
VWA
1488
Valued Wealth Advisors
Utah
$9.91K +$3.43K +18 +53%
WIM
1489
Westside Investment Management
California
$9.53K +$9.53K +50 New
MSWA
1490
Marshall & Sterling Wealth Advisors
New York
$8.08K -$192 -1 -2%
POIA
1491
Pin Oak Investment Advisors
Texas
$8K -$2.18K -15 -21%
OCM
1492
Orion Capital Management
California
$7.7K – – –
NMG
1493
New Millennium Group
Utah
$7.01K – – –
BCM
1494
Blume Capital Management
California
$5.72K – – –
RMC
1495
Resources Management Corp
Connecticut
$5K – – –
VNA
1496
Valley National Advisers
Pennsylvania
$5K – – –
CVM
1497
Cheviot Value Management
California
$4.06K +$4.06K +22 New
FGAM
1498
Financial Gravity Asset Management
Texas
$4K +$4K +21 New
IHWM
1499
Iron Horse Wealth Management
Iowa
$3.81K – – –
UOTTAIMCU
1500
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.81K +$3.81K +20 New
58 59
60
61 62