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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 %
SEI Investments
301
SEI Investments
Pennsylvania
$7.52M -$73.1K -383 -1%
FCC
302
Florin Court Capital
United Kingdom
$7.46M -$2.58M -13,500 -26%
KG
303
Kilter Group
New York
$7.44M +$7.44M +38,960 New
EWA
304
Exencial Wealth Advisors
Oklahoma
$7.44M +$2.29K +12 +0%
CA
305
Centerpoint Advisors
Massachusetts
$7.43M -$168K -878 -2%
NG
306
Norden Group
Utah
$7.35M +$6.67M +34,953 +980%
William Blair & Company
307
William Blair & Company
Illinois
$7.27M +$133K +697 +2%
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$7.27M +$699K +3,663 +11%
FHC
309
First Heartland Consultants
Missouri
$7.25M +$701K +3,672 +11%
BFS
310
Bradley Foster & Sargent
Connecticut
$7.25M -$227K -1,188 -3%
WP
311
WealthShield Partners
North Carolina
$7.21M -$192K -1,008 -3%
SA
312
Scarborough Advisors
Maryland
$7.2M +$224K +1,171 +3%
SWA
313
Stratos Wealth Advisors
Ohio
$7.2M -$163K -852 -2%
CAM
314
Cresset Asset Management
Illinois
$7.19M -$2.01M -10,507 -22%
PL
315
Polianta Ltd
Jersey
$7.18M +$57.3K +300 +0.8%
LSA
316
Lansing Street Advisors
Pennsylvania
$7.12M +$1.22M +6,414 +21%
SIG
317
Stonegate Investment Group
Alabama
$7.07M +$367K +1,922 +5%
OAP
318
One Advisory Partners
Kansas
$7.03M -$764 -4 -0%
TF
319
Trek Financial
Arizona
$7M +$473K +2,479 +7%
EFG
320
Ehrlich Financial Group
California
$6.99M -$155K -811 -2%
DWP
321
Daymark Wealth Partners
Ohio
$6.95M +$19.5K +102 +0.3%
SCA
322
Snowden Capital Advisors
New York
$6.93M -$135K -709 -2%
Amundi
323
Amundi
France
$6.88M -$8.7M -45,500 -56%
OWA
324
Opal Wealth Advisors
New York
$6.88M +$352K +1,844 +5%
HW
325
Hancock Whitney
Mississippi
$6.83M +$2.25M +11,780 +49%
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