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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 %
CPW
701
Catalyst Private Wealth
California
$1.3M +$147K +771 +13%
OPWM
702
Oxinas Partners Wealth Management
Indiana
$1.3M +$11.8K +62 +0.9%
TNB
703
Thomasville National Bank
Georgia
$1.29M +$7.64K +40 +0.6%
PI
704
PFG Investments
New York
$1.29M +$75.2K +394 +6%
ONB
705
Old National Bancorp
Indiana
$1.29M +$36.8K +193 +3%
BWA
706
BCU Wealth Advisors
Illinois
$1.28M +$77.1K +404 +6%
AA
707
Armis Advisers
Georgia
$1.28M +$1.28M +6,711 New
SF
708
Summit Financial
New Jersey
$1.28M +$77.1K +404 +6%
LWM
709
Lakeridge Wealth Management
Ohio
$1.27M +$62.2K +326 +5%
CFS
710
CRA Financial Services
New Jersey
$1.27M +$179K +939 +16%
KWMG
711
King Wealth Management Group
Florida
$1.25M +$315K +1,650 +34%
AWA
712
Arkadios Wealth Advisors
Georgia
$1.25M +$176K +921 +16%
CGA
713
Crescent Grove Advisors
Illinois
$1.24M -$77.7K -407 -6%
IAIM
714
International Assets Investment Management
Florida
$1.24M -$252M -1,327,008 -100%
LIA
715
LifePlan Investment Advisors
North Carolina
$1.24M +$113K +590 +10%
LA
716
Legacy Advisors
Pennsylvania
$1.24M – – –
ACM
717
Ascent Capital Management
Oregon
$1.23M +$1.23M +6,461 New
RIL
718
Rothschild Investment LLC
Illinois
$1.23M -$90.9K -476 -7%
CCM
719
Coldstream Capital Management
Washington
$1.23M -$167K -875 -12%
CFS
720
Commonwealth Financial Services
West Virginia
$1.23M +$58K +304 +5%
PTC
721
Private Trust Company
Ohio
$1.23M -$38.6K -202 -3%
WP
722
Westmount Partners
California
$1.23M +$3.82K +20 +0.3%
WH
723
Whitcomb & Hess
Ohio
$1.22M +$71.2K +373 +6%
AWP
724
Axis Wealth Partners
Rhode Island
$1.22M +$1.22M +6,383 New
BP
725
BBR Partners
New York
$1.21M – – –
27 28
29
30 31