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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 %
WANY
326
Wealthspire Advisors (New York)
New York
$6.82M +$810K +4,244 +13%
PFG
327
Pacific Financial Group
Washington
$6.8M -$120K -629 -2%
QPWM
328
Quadrant Private Wealth Management
Pennsylvania
$6.72M +$225K +1,178 +3%
MFS
329
Madrona Financial Services
Washington
$6.71M +$783K +4,103 +13%
YIA
330
YHB Investment Advisors
Connecticut
$6.71M +$36.3K +190 +0.5%
SA
331
Sovran Advisors
California
$6.67M +$6.67M +35,037 New
Two Sigma Investments
332
Two Sigma Investments
New York
$6.66M +$6.66M +34,900 New
LF
333
Lighthouse Financial
Florida
$6.61M +$6.61M +34,649 New
ATPW
334
Ashton Thomas Private Wealth
Arizona
$6.59M +$2.14M +11,219 +48%
MSAM
335
Moloney Securities Asset Management
Missouri
$6.58M +$6.01M +31,484 +1,063%
KFS
336
Kelly Financial Services
Massachusetts
$6.57M +$469K +2,454 +8%
PFA
337
Pure Financial Advisors
California
$6.54M -$246K -1,287 -4%
GB
338
Gunma Bank
Japan
$6.49M +$4.77M +25,000 +278%
WJA
339
Willis Johnson & Associates
Texas
$6.49M -$81.3K -426 -1%
Natixis Advisors
340
Natixis Advisors
Massachusetts
$6.44M +$683K +3,576 +12%
CF
341
Centaurus Financial
California
$6.41M +$4.97M +26,043 +346%
VC
342
Vicus Capital
Pennsylvania
$6.37M -$90.1K -472 -1%
WFAG
343
Wescott Financial Advisory Group
Pennsylvania
$6.34M +$397K +2,081 +7%
AWM
344
Apollon Wealth Management
South Carolina
$6.28M +$662K +3,468 +12%
RIA
345
Regal Investment Advisors
Michigan
$6.26M +$63.2K +331 +1%
CCC
346
Compass Capital Corp
Massachusetts
$6.21M +$6.21M +31,664 New
NB
347
Nicolet Bankshares
Wisconsin
$6.1M -$1.91K -10 -0%
SL
348
Sentinus LLC
Illinois
$6.1M +$5.18M +27,116 +560%
TIM
349
Tortoise Investment Management
New York
$6.05M -$128K -671 -2%
IAA
350
Independent Advisor Alliance
North Carolina
$6.03M +$6.03M +31,605 New
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