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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.

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
1
Koshinski Asset Management
Illinois
$1.68B
2
Raymond James Financial
2
Raymond James Financial
Florida
$311M
3
LPL Financial
3
LPL Financial
California
$1.01B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.56B
5
Morgan Stanley
5
Morgan Stanley
New York
$2.48B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
US Bancorp
2
US Bancorp
Minnesota
$137M
3
Wells Fargo
3
Wells Fargo
California
$1.24B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.22B
5
WIA
5
World Investment Advisors
California
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$160M 836,540 +2,052 +0.2%
MML Investors Services
27
MML Investors Services
Massachusetts
$143M 748,927 +45,623 +6%
US Bancorp
28
US Bancorp
Minnesota
$137M 717,400 -760,604 -51%
MMA
29
Miracle Mile Advisors
California
$133M 697,434 +41,220 +6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$128M 668,923 +15,407 +2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$121M 635,819 -25,527 -4%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$113M 591,809 -21,647 -4%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$107M 562,501 +6,197 +1%
HighTower Advisors
34
HighTower Advisors
Illinois
$104M 546,802 +18,297 +3%
Osaic Holdings
35
Osaic Holdings
Arizona
$102M 579,785 +49,623 +9%
SA
36
Sanctuary Advisors
Indiana
$96.2M 487,271 +12,797 +3%
FIA
37
Foundations Investment Advisors
Arizona
$94.2M 493,316 +52,024 +12%
NA
38
NewEdge Advisors
Louisiana
$92.2M 483,082 +142,540 +42%
CWM
39
Calamos Wealth Management
Illinois
$91.4M 478,996 +2,168 +0.5%
AAS
40
Avantax Advisory Services
Texas
$89.5M 468,838 +11,018 +2%
Truist Financial
41
Truist Financial
North Carolina
$88.2M 461,953 +20,848 +5%
OIA
42
OneDigital Investment Advisors
Kansas
$84.4M 442,029 -3,849 -0.9%
LI
43
LVZ Inc
Michigan
$83.4M 436,966 +6,695 +2%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$79.6M 416,996 +151,076 +57%
Betterment LLC
45
Betterment LLC
New York
$79.4M 416,031 -11,407 -3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$78.8M 412,823 +23,053 +6%
UFF
47
USA Financial Formulas
Michigan
$77.2M 404,398 +404,398 New
KAS
48
Kestra Advisory Services
Texas
$76.7M 401,937 -81,987 -17%
HFBOT
49
Home Federal Bank of Tennessee
Tennessee
$73.7M 385,974 -8,582 -2%
Comerica Bank
50
Comerica Bank
Texas
$70.6M 369,889 +1,616 +0.4%
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