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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 %
MBFW
1501
Morton Brown Family Wealth
Pennsylvania
$3.43K – – –
AFS
1502
Anderson Financial Strategies
Ohio
$3.43K +$3.43K +18 New
AWM
1503
Atticus Wealth Management
Florida
$3.24K – – –
PAIM
1504
Punch & Associates Investment Management
Minnesota
$2.87K – – –
ICM
1505
Islay Capital Management
Texas
$2.67K – – –
MSG
1506
Main Street Group
Virginia
$2.29K – – –
TCA
1507
Trifecta Capital Advisors
Illinois
$1.72K -$225K -1,178 -99%
BGWM
1508
Bridge Generations Wealth Management
Florida
$1.14K – – –
VFM
1509
Vision Financial Markets
Connecticut
$957 +$957 +5 New
BL
1510
BFSG LLC
California
$953 -$762 -4 -44%
AWM
1511
AllSquare Wealth Management
New York
$953 – – –
Manulife (Manufacturers Life Insurance)
1512
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$41.7M -218,420 Closed
PRS
1513
Pinkerton Retirement Specialists
Idaho
– -$35.6M -186,462 Closed
BBVA
1514
Banco Bilbao Vizcaya Argentaria
Spain
– -$28M -145,459 Closed
QC
1515
Quadrature Capital
United Kingdom
– -$13.5M -70,731 Closed
CFA
1516
Camarda Financial Advisors
Florida
– -$12M -62,930 Closed
CFGS
1517
Concourse Financial Group Securities
Alabama
– -$10.1M -51,918 Closed
MFS
1518
Madrona Financial Services
Washington
– -$6.71M -35,158 Closed
CCC
1519
Compass Capital Corp
Massachusetts
– -$6.21M -31,664 Closed
IAA
1520
Independent Advisor Alliance
North Carolina
– -$6.03M -31,605 Closed
AWP
1521
Avid Wealth Partners
Texas
– -$5.92M -30,996 Closed
SFS
1522
Sharp Financial Services
Pennsylvania
– -$4.26M -22,314 Closed
APCM
1523
Alaska Permanent Capital Management
Alaska
– -$3.92M -20,521 Closed
EP
1524
Essential Planning
New Hampshire
– -$3.64M -18,344 Closed
SC
1525
Sepio Capital
Utah
– -$3.47M -18,159 Closed
59 60
61
62 63