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iShares S&P 500 Value ETF
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Overview Fund Activity

1,536 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, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+112
Holders Change %
+7.87%
% of All Funds
20.45%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
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
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
351
Independent Advisor Alliance
North Carolina
$6.03M +$6.03M +31,605 New
AC
352
Avestar Capital
New York
$6.01M -$727K -3,810 -11%
AWP
353
Avid Wealth Partners
Texas
$5.92M +$189K +989 +3%
COFSG
354
Carbahal Olsen Financial Services Group
California
$5.91M +$5.91M +30,971 New
BHWM
355
Bay Harbor Wealth Management
Maryland
$5.89M +$333K +1,747 +6%
SC
356
Sapient Capital
Indiana
$5.89M +$139K +730 +2%
SL
357
SWMG LLC
Texas
$5.85M +$531K +2,718 +10%
ET
358
Equitable Trust
Tennessee
$5.81M +$5.81M +30,417 New
MFA
359
Mayflower Financial Advisors
Massachusetts
$5.79M +$401K +2,101 +7%
BS
360
Banco Santander
Spain
$5.76M -$12.7M -66,464 -69%
Brown Advisory
361
Brown Advisory
Maryland
$5.74M -$180K -942 -3%
KWM
362
Keebeck Wealth Management
Illinois
$5.67M +$146K +766 +3%
AR
363
Apeiron RIA
Texas
$5.65M +$138K +721 +2%
PFA
364
Pathway Financial Advisors
Vermont
$5.61M -$23.9K -125 -0.4%
IA
365
IFP Advisors
Florida
$5.59M +$32.8K +172 +0.6%
PCIA
366
Prime Capital Investment Advisors
Kansas
$5.53M -$205K -1,076 -4%
FSWA
367
Financial Synergies Wealth Advisors
Texas
$5.48M +$30.5K +160 +0.6%
SWA
368
Sax Wealth Advisors
New Jersey
$5.44M +$1.09M +5,713 +25%
SIAM
369
Sterling Investment Advisors (Missouri)
Missouri
$5.33M -$371K -1,946 -7%
MW
370
Maia Wealth
Colorado
$5.28M +$429K +2,167 +9%
SFO
371
Stenger Family Office
Illinois
$5.25M +$5.25M +27,506 New
CIAS
372
CFS Investment Advisory Services
New Jersey
$5.19M -$284K -1,489 -5%
PBO
373
Peoples Bank (Ohio)
Ohio
$5.16M -$18.1K -95 -0.3%
First Trust Advisors
374
First Trust Advisors
Illinois
$5.14M +$106K +556 +2%
WWA
375
WCG Wealth Advisors
Nevada
$5.11M +$113K +592 +2%
13 14
15
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