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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 %
Tudor Investment Corp
1526
Tudor Investment Corp
Connecticut
– -$3.36M -17,613 Closed
DWA
1527
Dorsey Wright & Associates
California
– -$2.83M -14,848 Closed
Renaissance Technologies
1528
Renaissance Technologies
New York
– -$2.58M -13,500 Closed
MCC
1529
Money Concepts Capital
Florida
– -$2.37M -12,417 Closed
CM
1530
Columbus Macro
Pennsylvania
– -$1.96M -10,269 Closed
RAS
1531
RPS Advisory Solutions
Kentucky
– -$1.87M -9,799 Closed
OCM
1532
Objective Capital Management
Ohio
– -$1.71M -8,976 Closed
BFG
1533
Bleakley Financial Group
New Jersey
– -$1.64M -8,570 Closed
MPEM
1534
Marathon Partners Equity Management
New York
– -$1.57M -8,250 Closed
AA
1535
Argent Advisors
Louisiana
– -$1.37M -7,178 Closed
WP
1536
WMS Partners
Maryland
– -$1.19M -6,219 Closed
CRC
1537
Curi RMB Capital
Illinois
– -$1.15M -6,014 Closed
Boston Partners
1538
Boston Partners
Massachusetts
– -$1.05M -5,514 Closed
MAM
1539
Milestone Asset Management
Pennsylvania
– -$842K -4,411 Closed
TCOTS
1540
Trust Company of the South
North Carolina
– -$800K -4,190 Closed
CST
1541
Charles Schwab Trust
Nevada
– -$776K -4,063 Closed
CP
1542
Coho Partners
Pennsylvania
– -$734K -3,843 Closed
Wolverine Trading
1543
Wolverine Trading
Illinois
– -$713K -3,741 Closed
AT
1544
American Trust
Kentucky
– -$650K -3,404 Closed
Millennium Management
1545
Millennium Management
New York
– -$636K -3,334 Closed
SW
1546
SVB Wealth
Massachusetts
– -$608K -3,187 Closed
CC
1547
Chicago Capital
Illinois
– -$541K -2,832 Closed
PIAS
1548
PCA Investment Advisory Services
Ohio
– -$516K -2,704 Closed
TGAM
1549
TBH Global Asset Management
Tennessee
– -$502K -2,632 Closed
AWA
1550
Aaron Wealth Advisors
Illinois
– -$500K -2,622 Closed
60 61
62
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