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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55B 18,643,646 +5,207,877 +39%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.39B 17,776,163 +922,557 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2.63B 13,819,800 +810,786 +6%
Bank of America
4
Bank of America
North Carolina
$1.64B 8,579,964 +431,416 +5%
LPL Financial
5
LPL Financial
California
$1.33B 6,977,283 +1,699,340 +32%
Wells Fargo
6
Wells Fargo
California
$1.19B 6,269,711 -216,383 -3%
UBS Group
7
UBS Group
Switzerland
$678M 3,558,744 -41,864 -1%
Stifel Financial
8
Stifel Financial
Missouri
$517M 2,713,290 +136,634 +5%
Goldman Sachs
9
Goldman Sachs
New York
$494M 2,590,004 +105,418 +4%
Ameriprise
10
Ameriprise
Minnesota
$485M 2,546,232 +90,856 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$430M 2,257,076 +114,406 +5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$374M 1,960,044 +328,727 +20%
BlackRock
13
BlackRock
New York
$344M 1,807,569 +537,715 +42%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$344M 1,806,062 +356,756 +25%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$322M 1,689,028 +161,055 +11%
Lido Advisors
16
Lido Advisors
California
$320M 1,677,023 +262,665 +19%
Raymond James Financial
17
Raymond James Financial
Florida
$305M 1,598,578 -32,150 -2%
PAS
18
Park Avenue Securities
New York
$276M 1,450,465 +502,776 +53%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$239M 1,252,572 +30,579 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$222M 1,164,224 +415,297 +55%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$213M 1,119,046 +119,987 +12%
Mariner
22
Mariner
Kansas
$209M 1,096,426 -10,188 -0.9%
MCM
23
MAI Capital Management
Ohio
$188M 985,720 -36,793 -4%
M&T Bank
24
M&T Bank
New York
$177M 930,804 -26,779 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$176M 921,530 +252,607 +38%
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