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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 %
ELC
376
Edgar Lomax Company
Virginia
$4.99M +$1.34M +7,014 +37%
FGWP
377
Founders Grove Wealth Partners
Virginia
$4.96M +$4.96M +25,962 New
DWT
378
Dorsey & Whitney Trust
South Dakota
$4.95M – – –
5W
379
5T Wealth
California
$4.93M +$4.93M +25,845 New
PFS
380
Prospera Financial Services
Texas
$4.93M +$326K +1,710 +7%
OC
381
Oppenheimer & Co
New York
$4.9M +$68K +356 +1%
AC
382
Allstate Corporation
Illinois
$4.89M +$1.15M +6,000 +31%
HCA
383
Heck Capital Advisors
Wisconsin
$4.88M -$568K -2,974 -10%
COCM
384
Charter Oak Capital Management
New Hampshire
$4.87M -$130K -679 -3%
OCFG
385
O'Connor Financial Group
Illinois
$4.73M -$215K -1,129 -4%
CWM
386
Cranbrook Wealth Management
Michigan
$4.73M -$14.3K -75 -0.3%
SIA
387
Soltis Investment Advisors
Utah
$4.71M -$2.92M -15,323 -38%
WAL
388
W Advisors LLC
Tennessee
$4.66M -$319K -1,671 -6%
HWA
389
Hilltop Wealth Advisors
North Carolina
$4.64M -$135K -706 -3%
RA
390
RFG Advisory
Alabama
$4.62M -$372K -1,949 -7%
BCWM
391
Bartlett & Co Wealth Management
Ohio
$4.6M -$251K -1,315 -5%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$4.58M -$285K -1,492 -6%
IP
393
Investment Partners
Ohio
$4.56M -$10.7K -56 -0.2%
SCM
394
SCS Capital Management
Massachusetts
$4.55M – – –
AL
395
ACAS LLC
California
$4.52M -$42.2K -215 -0.9%
SWM
396
SigFig Wealth Management
California
$4.51M +$178K +935 +4%
RWS
397
Resolute Wealth Strategies
Mississippi
$4.5M -$147K -768 -3%
AIA
398
Arcadia Investment Advisors
Idaho
$4.5M -$218K -1,140 -5%
SFP
399
Sterling Financial Planning
New Jersey
$4.47M -$117K -613 -3%
FA
400
Flagstar Advisors
New York
$4.44M +$140K +731 +3%
14 15
16
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