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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 %
FI
1551
FWG Investments
Kentucky
– -$500K -2,622 Closed
WA
1552
Wealthstar Advisors
Texas
– -$494K -2,585 Closed
JFG
1553
Jefferies Financial Group
New York
– -$425K -2,224 Closed
AIP
1554
Almanack Investment Partners
Pennsylvania
– -$423K -2,218 Closed
FH
1555
Financial Harvest
Florida
– -$423K -2,214 Closed
MMM
1556
Mendel Money Management
Illinois
– -$408K -2,137 Closed
ACP
1557
Aveo Capital Partners
Colorado
– -$392K -2,052 Closed
EE
1558
EWG Elevate
California
– -$325K -1,704 Closed
IFWM
1559
Institute for Wealth Management
Colorado
– -$324K -1,697 Closed
FIB
1560
First Interstate Bank
Montana
– -$317K -1,663 Closed
WA
1561
WESPAC Advisors
California
– -$296K -1,550 Closed
HFW
1562
Horizon Family Wealth
Illinois
– -$291K -1,524 Closed
FCFC
1563
First Citizens Financial Corp
Iowa
– -$273K -1,431 Closed
ML
1564
McAdam LLC
Pennsylvania
– -$272K -1,426 Closed
PPWM
1565
Perissos Private Wealth Management
Oklahoma
– -$271K -1,419 Closed
NIA
1566
NIA Impact Advisors
California
– -$262K -1,374 Closed
FNBTCON
1567
First National Bank & Trust Co of Newtown
Pennsylvania
– -$251K -1,317 Closed
HCWM
1568
Hidden Cove Wealth Management
Washington
– -$234K -1,226 Closed
BKA
1569
Brick & Kyle Associates
Pennsylvania
– -$234K -1,226 Closed
OPPS
1570
Obsidian Personal Planning Solutions
Maryland
– -$228K -1,161 Closed
VAM
1571
Vienna Asset Management
California
– -$220K -1,152 Closed
LGG
1572
Luts & Greenleigh Group
Maryland
– -$220K -1,151 Closed
MCCP
1573
Mission Creek Capital Partners
California
– -$217K -1,135 Closed
AWM
1574
Accurate Wealth Management
Florida
– -$212K -1,127 Closed
TWA
1575
TCI Wealth Advisors
Arizona
– -$210K -1,100 Closed
61 62
63
64 65