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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 %
CC
551
Copperleaf Capital
North Carolina
$2.23M +$163K +854 +8%
SC
552
Scotia Capital
Ontario, Canada
$2.22M +$944K +4,945 +74%
EPW
553
Endeavor Private Wealth
Kansas
$2.22M +$2.22M +11,642 New
MLA
554
My Legacy Advisors
Oregon
$2.2M +$29.3K +152 +1%
AG
555
AlTi Global
New York
$2.19M – – –
PWM
556
Partners Wealth Management
California
$2.18M +$2.18M +11,440 New
SIC
557
Salem Investment Counselors
North Carolina
$2.18M +$32.3K +169 +1%
NCM
558
Neumann Capital Management
California
$2.18M +$193K +1,010 +10%
FCI
559
Financial Counselors Inc
Kansas
$2.17M -$21.4K -112 -1%
WDG
560
Wealth Dimensions Group
Ohio
$2.17M -$18.3K -96 -0.8%
CCA
561
Coign Capital Advisors
Utah
$2.16M +$2.16M +11,327 New
TF
562
Theory Financial
Colorado
$2.15M +$152K +794 +8%
RBC
563
Roble Belko & Company
Pennsylvania
$2.15M +$10.9K +57 +0.5%
GWP
564
Gateway Wealth Partners
Wisconsin
$2.13M +$180K +945 +9%
HIS
565
Harvest Investment Services
Illinois
$2.13M +$1.71M +8,957 +409%
SF
566
Synovus Financial
Georgia
$2.12M -$137K -716 -6%
DAS
567
Diversify Advisory Services
Utah
$2.12M -$170K -902 -7%
VCP
568
Verus Capital Partners
Arizona
$2.12M -$716K -3,753 -25%
B
569
Bailard
California
$2.09M -$15.3K -80 -0.7%
ACA
570
Aptus Capital Advisors
Alabama
$2.08M +$150K +788 +8%
G
571
GenTrust
Florida
$2.08M – – –
MWM
572
Mattern Wealth Management
Kansas
$2.07M -$54.8K -287 -3%
CWC
573
Carolinas Wealth Consulting
North Carolina
$2.06M +$6.87K +36 +0.3%
DBIA
574
Dumont & Blake Investment Advisors
New Jersey
$2.05M -$5.15K -27 -0.3%
MWM
575
Marietta Wealth Management
Georgia
$2.05M +$573 +3 +0%
21 22
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