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iShares S&P 500 Value ETF
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Overview Fund Activity

1,495 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, 469 reducing their positions, and 84 closing their positions.

Holders
1,495
Holders Change
-14
Holders Change %
-0.93%
% of All Funds
20.07%
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
469
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M

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 Holding Trade Value Shares
Change 		Shares
Change %
FNBT
201
FineMark National Bank & Trust
Florida
$14.2M -$65.1K -333 -0.5%
JWCA
202
J.W. Cole Advisors
Florida
$14.1M +$1.49M +7,643 +12%
T
203
Tidemark
California
$14.1M +$2.39M +12,227 +20%
OAP
204
One Advisory Partners
Kansas
$14M +$2.37M +11,836 +20%
ABC
205
Associated Banc-Corp
Wisconsin
$13.9M +$1.27M +6,474 +10%
HWM
206
Horizon Wealth Management
Illinois
$13.8M -$23.2M -118,918 -63%
SAF
207
Smith Anglin Financial
Texas
$13.8M +$2.68M +13,723 +24%
KFP
208
KMG Fiduciary Partners
Ohio
$13.7M +$96.5K +494 +0.7%
TPI
209
Trust Point Inc
Wisconsin
$13.7M -$19K -97 -0.1%
ASW
210
Astoria Strategic Wealth
Texas
$13.4M +$169K +864 +1%
OAM
211
Occidental Asset Management
California
$13.2M +$128K +657 +1%
IWMWV
212
Ironwood Wealth Management (West Virginia)
West Virginia
$13.2M -$5.72K -29 -0%
SL
213
SWMG LLC
Texas
$13.1M +$4.55M +22,810 +53%
BEC
214
Blue Edge Capital
Virginia
$12.9M +$36.3K +186 +0.3%
WSFS
215
Wilmington Savings Fund Society
Delaware
$12.8M +$1.56K +8 +0%
DW
216
Durante & Waters
New York
$12.7M -$1.74M -8,920 -12%
CA
217
CoreCap Advisors
Michigan
$12.6M -$2.91M -14,893 -19%
SL
218
Sentinus LLC
Illinois
$12.5M +$2.63M +13,477 +27%
BFIM
219
Beese Fulmer Investment Management
Ohio
$12.5M +$12.5M +63,912 New
Natixis Advisors
220
Natixis Advisors
Massachusetts
$12.4M +$4.95M +25,342 +66%
BWM
221
BKM Wealth Management
Wisconsin
$12.4M -$70.4K -360 -0.6%
WP
222
WealthShield Partners
North Carolina
$12.4M +$1.6M +8,205 +15%
IW
223
Instrumental Wealth
Florida
$12.3M +$270K +1,377 +2%
WANY
224
Wealthspire Advisors (New York)
New York
$12.3M -$2.27M -11,610 -16%
UB
225
UMB Bank
Missouri
$12.2M -$706K -3,613 -5%
7 8
9
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