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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.24M
2
HNB
Huntington National Bank
Ohio
$209M
3
US Bancorp
US Bancorp
Minnesota
$137M
4
Wells Fargo
Wells Fargo
California
$1.24B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Security Financial Services
Indiana
$10.1M +$3.25K +17 +0%
DA
252
Detalus Advisors
Missouri
$10M +$177K +929 +2%
TCM
253
Traynor Capital Management
Pennsylvania
$9.98M -$1.89M -9,890 -16%
MMRF
254
Michelson Medical Research Foundation
California
$9.91M – – –
AMG
255
Asset Management Group
Connecticut
$9.89M -$137K -717 -1%
AIM
256
Acropolis Investment Management
Missouri
$9.85M -$225K -1,181 -2%
AWMG
257
ADG Wealth Management Group
Louisiana
$9.8M +$9.8M +51,348 New
LIA
258
LBMC Investment Advisors
Tennessee
$9.66M +$12K +63 +0.1%
FAN
259
Financial Advisors Network
California
$9.62M +$9.62M +50,376 New
SC
260
Sierra Capital
Florida
$9.48M -$861K -4,508 -8%
AFP
261
Ausdal Financial Partners
Iowa
$9.38M +$561K +2,941 +6%
TWP
262
Triad Wealth Partners
Kansas
$9.31M +$5.41M +28,341 +139%
FAM
263
Forte Asset Management
New York
$9.3M -$22.5K -118 -0.2%
Corient Private Wealth
264
Corient Private Wealth
Florida
$9.24M -$5.03M -57,360 -35%
WWM
265
Western Wealth Management
Colorado
$9.23M -$453K -2,374 -5%
SWM
266
Scissortail Wealth Management
Oklahoma
$9.14M +$8.99M +47,096 +5,814%
SS
267
Sunbelt Securities
Texas
$9.1M +$1.2M +6,308 +15%
HWM
268
HB Wealth Management
Georgia
$9.03M -$131K -687 -1%
CAG
269
Csenge Advisory Group
Florida
$8.99M +$109K +572 +1%
RA
270
Rodgers & Associates
Pennsylvania
$8.95M +$276K +1,447 +3%
SF
271
Seros Financial
Arizona
$8.9M +$8.9M +48,872 New
FFN
272
Focus Financial Network
Minnesota
$8.89M +$664K +3,477 +8%
PFP
273
Pinnacle Financial Partners
Tennessee
$8.85M +$88.9K +464 +1%
Franklin Resources
274
Franklin Resources
California
$8.83M +$2.94M +15,426 +50%
BRWA
275
B. Riley Wealth Advisors
Florida
$8.74M -$3.76M -19,712 -30%
9 10
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