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iShares S&P 500 Value ETF
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Overview Fund Activity

1,537 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
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
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 %
SCTC
451
Sanibel Captiva Trust Company
Florida
$3.42M -$291K -1,525 -8%
PWM
452
Pines Wealth Management
North Carolina
$3.39M +$3.39M +18,018 New
DADC
453
D.A. Davidson & Co
Montana
$3.38M -$3.44K -18 -0.1%
Tudor Investment Corp
454
Tudor Investment Corp
Connecticut
$3.36M -$4.8M -25,155 -59%
IAG
455
Investment Advisory Group
Massachusetts
$3.36M +$398K +2,084 +13%
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
$3.36M +$41.2K +216 +1%
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$3.34M -$38.5K -197 -1%
SIAS
458
Summit Investment Advisory Services
Minnesota
$3.32M -$72.3K -379 -2%
EWM
459
Evercore Wealth Management
New York
$3.31M +$537K +2,812 +19%
MFC
460
Morris Financial Concepts
South Carolina
$3.31M -$23.1K -121 -0.7%
VFA
461
Valeo Financial Advisors
Indiana
$3.29M +$22.9K +120 +0.7%
SIA
462
Stegner Investment Associates
Kentucky
$3.27M -$18.9K -99 -0.6%
BIM
463
Bridges Investment Management
Nebraska
$3.21M – – –
SIA
464
Schechter Investment Advisors
Michigan
$3.2M – – –
PFA
465
Pinnacle Family Advisors
Missouri
$3.19M -$94.1K -493 -3%
MCA
466
MSH Capital Advisors
Arizona
$3.18M +$200K +1,046 +7%
PAS
467
PKS Advisory Services
New York
$3.17M +$3.17M +16,618 New
SVWG
468
Shared Vision Wealth Group
United States
$3.16M +$75.6K +396 +2%
OFG
469
Oxford Financial Group
Indiana
$3.15M +$199K +1,042 +7%
SAM
470
Sequent Asset Management
Texas
$3.15M -$3.05K -16 -0.1%
HPM
471
Hoxton Planning & Management
West Virginia
$3.14M -$69.3K -363 -2%
WCF
472
West Coast Financial
California
$3.14M +$10.1K +53 +0.3%
GWP
473
Gen-Wealth Partners
Michigan
$3.12M +$144K +752 +5%
PAA
474
Peregrine Asset Advisers
Oregon
$3.11M -$4.77K -25 -0.2%
TCM
475
Telos Capital Management
California
$3.06M +$38.6K +202 +1%
17 18
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