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iShares S&P 500 Value ETF
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Overview Fund Activity

1,493 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, 468 reducing their positions, and 82 closing their positions.

Holders
1,493
Holders Change
-16
Holders Change %
-1.06%
% of All Funds
20.04%
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
468
Closed
82
Calls
$1.68M
Puts
$3.95M
Net Calls
-$2.27M
Net Calls Change
-$16.2M

Top Buyers

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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
AAP
2
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
3
Charles Schwab
California
$338K
4
Bank of America
4
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
5
Goldman Sachs
New York
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
WAG
1551
Wiser Advisor Group
Arizona
– – -1,001 Closed
DZ Bank
1552
DZ Bank
Germany
– – -910 Closed
FLP
1553
Financial Life Planners
Arizona
– – -649 Closed
SIS
1554
Strategic Investment Solutions
Illinois
– – -477 Closed
SFG
1555
Stonebridge Financial Group
Pennsylvania
– – -472 Closed
WAOTB
1556
Wealth Advisors of Tampa Bay
Florida
– – -378 Closed
FFC
1557
First Financial Corp
Indiana
– – -366 Closed
GWSA
1558
Global Wealth Strategies & Associates
Colorado
– – -283 Closed
WT
1559
Washington Trust
Rhode Island
– – -263 Closed
ACA
1560
American Capital Advisory
Idaho
– – -260 Closed
AF
1561
Atala Financial
California
– – -227 Closed
AF
1562
Abound Financial
California
– – -202 Closed
IWMA
1563
Ironwood Wealth Management (Arizona)
Arizona
– – -196 Closed
SIC
1564
SJS Investment Consulting
Ohio
– – -193 Closed
IWM
1565
IMG Wealth Management
Florida
– – -181 Closed
PBK
1566
Peoples Bank (Kansas)
Kansas
– – -163 Closed
UFF
1567
USA Financial Formulas
Michigan
– – -152 Closed
MSWM
1568
Mowery & Schoenfeld Wealth Management
Illinois
– – -151 Closed
CCM
1569
Cloud Capital Management
Washington
– – -146 Closed
DWM
1570
Dogwood Wealth Management
Kansas
– – -127 Closed
RWM
1571
Ruedi Wealth Management
Illinois
– – -90 Closed
SIM
1572
Studio Investment Management
Illinois
– – -78 Closed
EF
1573
Elite Financial
Idaho
– – -57 Closed
BT
1574
Banque Transatlantique
France
– – -55 Closed
VWA
1575
Valued Wealth Advisors
Utah
– – -52 Closed
60 61 62
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