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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 %
CF
426
Collier Financial
Colorado
$3.87M +$3.87M +20,268 New
WAS
427
Wealth Advisory Solutions
Indiana
$3.84M +$32.8K +172 +0.9%
HIA
428
Harbor Investment Advisory
Maryland
$3.83M +$11.5K +60 +0.3%
SCM
429
Stordahl Capital Management
Colorado
$3.81M -$18.7K -98 -0.5%
HCM
430
Hudson Capital Management
New Jersey
$3.81M -$775K -4,060 -17%
CWA
431
Clarus Wealth Advisors
Arizona
$3.77M +$303K +1,598 +9%
AWP
432
Ascent Wealth Partners
New York
$3.75M +$518K +2,716 +16%
FWP
433
Firethorn Wealth Partners
Georgia
$3.68M -$92.6K -485 -2%
BCM
434
BTC Capital Management
Iowa
$3.68M – – –
BAM
435
Belpointe Asset Management
Nevada
$3.66M -$4.12K -21 -0.1%
RB
436
Renasant Bank
Mississippi
$3.65M +$18.7K +98 +0.5%
TI
437
Truepoint Inc
Ohio
$3.64M +$1.53K +8 +0%
EP
438
Essential Planning
New Hampshire
$3.64M +$3.64M +18,344 New
Susquehanna International Group
439
Susquehanna International Group
Pennsylvania
$3.62M -$563K -2,947 -13%
MWS
440
Maxwell Wealth Strategies
California
$3.62M +$318K +1,666 +10%
GPW
441
Gray Private Wealth
Massachusetts
$3.61M -$180K -944 -5%
TWM
442
Tradition Wealth Management
Minnesota
$3.61M +$94.1K +493 +3%
FCBT
443
First Citizens Bank & Trust
North Carolina
$3.57M +$475K +2,487 +15%
RL
444
Rogco LP
Oklahoma
$3.57M -$51.9K -272 -1%
TFG
445
Tilson Financial Group
New Jersey
$3.57M -$78.8K -413 -2%
SCA
446
St. Clair Advisors
Ohio
$3.56M – – –
SC
447
Sepio Capital
Utah
$3.47M -$3.25M -17,025 -48%
GC
448
Garde Capital
Washington
$3.45M – – –
Calamos Advisors
449
Calamos Advisors
Illinois
$3.44M +$104K +546 +3%
AC
450
Anson Capital
Georgia
$3.43M -$95.7K -502 -3%
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