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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 %
LA
501
Lane & Associates
New Jersey
$2.77M +$243K +1,237 +10%
GG
502
GenWealth Group
New Jersey
$2.76M -$46.4K -243 -2%
SW
503
SoFi Wealth
California
$2.76M +$2.76M +14,457 New
FWA
504
Flagship Wealth Advisors
Massachusetts
$2.75M +$2.75M +14,426 New
KV
505
Kickstand Ventures
New York
$2.74M +$1.91K +10 +0.1%
AWM
506
Axxcess Wealth Management
California
$2.73M +$660K +3,458 +32%
TPWA
507
TRUE Private Wealth Advisors
Oregon
$2.72M -$694K -3,638 -20%
TIM
508
Thompson Investment Management
Wisconsin
$2.71M +$147K +771 +6%
CWM
509
Certus Wealth Management
California
$2.68M +$25.6K +131 +1%
BJL
510
Brighton Jones LLC
Washington
$2.68M +$21.4K +112 +0.8%
GFP
511
Gryphon Financial Partners
Ohio
$2.64M +$1.53K +8 +0.1%
BOH
512
Bank of Hawaii
Hawaii
$2.64M – – –
AWM
513
Avior Wealth Management
Nebraska
$2.64M -$43.1K -226 -2%
FRA
514
FFG Retirement Advisors
Colorado
$2.63M +$66K +346 +3%
MBI
515
May Barnhard Investments
Maryland
$2.63M +$1.72K +9 +0.1%
TPWA
516
Twin Peaks Wealth Advisors
California
$2.61M +$358K +1,873 +16%
PCIG
517
Partners Capital Investment Group
Massachusetts
$2.61M -$2.58M -13,518 -50%
Renaissance Technologies
518
Renaissance Technologies
New York
$2.58M -$1.76M -9,200 -41%
SCM
519
Saxony Capital Management
Missouri
$2.57M +$2.57M +13,477 New
NFG
520
Nations Financial Group
Iowa
$2.57M -$2.48M -12,969 -49%
BAM
521
Brave Asset Management
New Jersey
$2.55M – – –
GCM
522
Gables Capital Management
Florida
$2.54M – – –
Bank of Nova Scotia
523
Bank of Nova Scotia
Ontario, Canada
$2.52M -$728K -3,816 -22%
BBHC
524
Brown Brothers Harriman & Co
New York
$2.48M +$70.6K +370 +3%
SF
525
SWP Financial
California
$2.44M +$10.3K +54 +0.4%
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