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iShares S&P 500 Value ETF

1,506 hedge funds and large institutions have $31.6B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 599 increasing their positions, 471 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.9M
Puts
$7.56M
Net Calls
Net Calls Change

Top Buyers

1 +$457M
2 +$183M
3 +$94.7M
4
EWA
EP Wealth Advisors
California
+$64.9M
5
Morgan Stanley
Morgan Stanley
New York
+$61.7M

Top Sellers

1 -$125M
2 -$71.8M
3 -$62.8M
4
Bank of America
Bank of America
North Carolina
-$49.8M
5
Goldman Sachs
Goldman Sachs
New York
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$19.6M
Cerity Partners
152
Cerity Partners
New York
$19.6M
BF
153
BOK Financial
Oklahoma
$19.6M
BTI
154
Blue Trust Inc
Georgia
$19.5M
LWM
155
Liberty Wealth Management
California
$19.5M
BCM
156
Brookstone Capital Management
Illinois
$19.3M
SWM
157
SilverOak Wealth Management
Minnesota
$19.3M
GIA
158
GHP Investment Advisors
Colorado
$19.1M
BFPW
159
BOK Financial Private Wealth
Colorado
$19.1M
GL
160
Graypoint LLC
New York
$19M
AF
161
Allworth Financial
California
$18.9M
MFIM
162
Mesirow Financial Investment Management
Illinois
$18.9M
SPIA
163
Steward Partners Investment Advisory
New York
$18.6M
IF
164
Ironwood Financial
Arizona
$18.6M
TPCW
165
TD Private Client Wealth
New York
$18.5M
SWMP
166
Signature Wealth Management Partners
New Jersey
$18.5M
NCM
167
Narwhal Capital Management
Georgia
$18.2M
FFA
168
Farther Finance Advisors
California
$18.2M
IA
169
Integrity Alliance
Iowa
$18.1M
PWA
170
Physician Wealth Advisors
Utah
$17.9M
GRP
171
Global Retirement Partners
California
$17.9M
CFB
172
Cullen/Frost Bankers
Texas
$17.9M
KFSC
173
Keystone Financial Services (Colorado)
Colorado
$17.9M
FHA
174
First Horizon Advisors
Tennessee
$17.8M
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$17.6M