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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$69.2M 362,416 +41,120 +13%
MWM
52
Modern Wealth Management
Kansas
$68.8M 360,523 +352,446 +4,364%
UCFA
53
United Capital Financial Advisors
Texas
$68.2M 357,398 -2,316 -0.6%
Charles Schwab
54
Charles Schwab
California
$65M 340,291 -19,920 -6%
PWM
55
Praetorian Wealth Management
California
$64.6M 338,495 +5,514 +2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$64.5M 337,828 -3,571 -1%
MGIA
57
Moneta Group Investment Advisors
Missouri
$62.2M 325,880 -2,839 -0.9%
JC
58
JB Capital
Connecticut
$61.6M 322,652 +18,373 +6%
VA
59
Valmark Advisers
Ohio
$59.6M 312,314 -9,866 -3%
Financial Engines Advisors
60
Financial Engines Advisors
California
$59.1M 309,790 +27,908 +10%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$57.7M 302,187 +25,411 +9%
CC
62
Courier Capital
New York
$55.8M 292,201 +190 +0.1%
Barclays
63
Barclays
United Kingdom
$54.3M 284,280 +19,254 +7%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$54.2M 284,004 +460 +0.2%
LL
65
LPWM LLC
Minnesota
$53.4M 279,915 +2,636 +1%
PW
66
Peninsula Wealth
California
$53.4M 279,913 +445 +0.2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$52.5M 275,019 -16,629 -6%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$52.1M 273,206 -11,416 -4%
ANB
69
Amarillo National Bank
Texas
$51.9M 272,053 -439 -0.2%
FRA
70
Frank Rimerman Advisors
California
$51.5M 269,955 – –
PA
71
Probity Advisors
Texas
$51.4M 269,058 +6,297 +2%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$50.5M 264,511 +64,420 +32%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$50.3M 263,429 -24,511 -9%
KeyBank National Association
74
KeyBank National Association
Ohio
$46.8M 245,156 -3,754 -2%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$45.4M 230,448 -4,039 -2%
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