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iShares S&P 500 Value ETF
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Overview Fund Activity

1,509 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 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55B
2
LPL Financial
2
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.39B
4
SW
4
SoFi Wealth
California
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63B

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$29K
2
MWM
2
Modern Wealth Management
Kansas
$5.11M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.19B
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
1601
Wingate Wealth Advisors
Massachusetts
– – -15 Closed
FIA
1602
FPC Investment Advisory
California
– – -13 Closed
SAM
1603
Synergy Asset Management
Washington
– – -9 Closed
HFS
1604
Hughes Financial Services
Virginia
– – – –
CSS
1605
Cubist Systematic Strategies
Connecticut
– – – –
61 62 63 64
65