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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 %
WCM
526
WealthBridge Capital Management
Ohio
$2.43M -$27.9K -146 -1%
SB
527
Strategic Blueprint
Georgia
$2.41M +$528K +2,764 +28%
JIC
528
Johnson Investment Counsel
Ohio
$2.41M -$22.3K -117 -0.9%
BFS
529
BridgePort Financial Solutions
Iowa
$2.41M +$2.41M +12,380 New
OA
530
Operose Advisors
Wisconsin
$2.41M +$116K +606 +5%
CWM
531
Centurion Wealth Management
Virginia
$2.4M +$29.6K +155 +1%
GWM
532
GSB Wealth Management
Connecticut
$2.4M +$48.3K +253 +2%
SIC
533
Sigma Investment Counselors
Michigan
$2.39M -$7.64K -40 -0.3%
TFGT
534
TS Financial Group (TSFG)
Illinois
$2.38M -$605K -3,168 -20%
LGW
535
Leslie Global Wealth
Illinois
$2.37M -$2.94M -15,378 -55%
MCC
536
Money Concepts Capital
Florida
$2.37M +$2.37M +12,417 New
SWA
537
Strategies Wealth Advisors
Michigan
$2.36M -$217K -1,109 -8%
CL
538
CLG LLC
California
$2.35M +$2.35M +12,336 New
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$2.35M +$278K +1,455 +13%
FCFC
540
First Commonwealth Financial Corp
Pennsylvania
$2.34M -$1.23M -6,437 -34%
WFA
541
Wellspring Financial Advisors
Ohio
$2.34M +$5.54K +29 +0.2%
PA
542
PFG Advisors
Arizona
$2.32M +$188K +984 +9%
HCC
543
Hirtle Callaghan & Co
Pennsylvania
$2.32M -$109K -569 -4%
GLLW
544
Graves Light Lenhart Wealth
Virginia
$2.3M -$1.34M -7,045 -37%
TIM
545
Total Investment Management
Arizona
$2.3M +$62.8K +329 +3%
HP
546
Holistic Planning
Texas
$2.29M -$25.6K -134 -1%
GPWA
547
Great Point Wealth Advisors
Massachusetts
$2.29M +$30.3K +159 +1%
EWA
548
ERTS Wealth Advisors
Michigan
$2.29M -$39.9K -209 -2%
MPW
549
MA Private Wealth
California
$2.28M +$15.8K +83 +0.7%
CIS
550
Custom Index Systems
New York
$2.27M +$35.7K +187 +2%
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