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iShares S&P 500 Value ETF
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Overview Fund Activity

1,534 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 482 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.68B
2
LPL Financial
2
LPL Financial
California
$1.01B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.56B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.48B
5
Lido Advisors
5
Lido Advisors
California
$270M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
HNB
2
Huntington National Bank
Ohio
$209M
3
US Bancorp
3
US Bancorp
Minnesota
$137M
4
Wells Fargo
4
Wells Fargo
California
$1.24B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TownSquare Capital
Utah
$11.9M +$7.09M +37,136 +147%
SHIM
227
Stone House Investment Management
Pennsylvania
$11.8M -$2M -10,487 -14%
JWCA
228
J.W. Cole Advisors
Florida
$11.8M -$457K -2,396 -4%
GPA
229
Guidance Point Advisors
Massachusetts
$11.7M +$309K +1,620 +3%
ASN
230
Advisory Services Network
Georgia
$11.7M +$1.92M +10,058 +20%
IW
231
Instrumental Wealth
Florida
$11.7M +$1.04M +5,321 +10%
P
232
&Partners
Tennessee
$11.6M +$2.05M +10,721 +21%
TCM
233
Thoma Capital Management
Maryland
$11.6M +$11.6M +60,680 New
LWM
234
Liberty Wealth Management
California
$11.3M +$325K +1,701 +3%
KPWS
235
Kestra Private Wealth Services
Texas
$11.3M -$446K -2,337 -4%
PWA
236
Physician Wealth Advisors
Utah
$11M +$418K +2,188 +4%
CAL
237
Capital Analysts LLC
Pennsylvania
$10.9M +$283K +1,484 +3%
BFM
238
Broadview Financial Management
Wisconsin
$10.8M -$734K -3,845 -6%
SAF
239
Smith Anglin Financial
Texas
$10.7M +$14.9K +78 +0.1%
AQR Capital Management
240
AQR Capital Management
Connecticut
$10.5M +$8.83M +46,242 +514%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$10.5M -$2.36M -12,359 -18%
PA
242
Parallel Advisors
California
$10.4M -$95.3K -499 -0.9%
FEG
243
Financial Enhancement Group
Indiana
$10.4M +$2.9M +15,287 +38%
BOS
244
Bank of Stockton
California
$10.4M +$354K +1,854 +4%
SPIA
245
Steward Partners Investment Advisory
New York
$10.3M +$135K +709 +1%
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$10.2M +$145K +760 +1%
Citadel Advisors
247
Citadel Advisors
Florida
$10.2M +$7.64M +40,005 +299%
AT
248
Arlington Trust
Alabama
$10.1M -$155K -811 -2%
CFGS
249
Concourse Financial Group Securities
Alabama
$10.1M -$262K -1,342 -3%
OWA
250
One Wealth Advisors
California
$10.1M +$343K +1,796 +4%
8 9
10
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