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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 %
Boston Partners
776
Boston Partners
Massachusetts
$1.05M +$1.05M +5,514 New
LPAM
777
Lodestar Private Asset Management
California
$1.04M -$3.05K -16 -0.3%
MWM
778
Maripau Wealth Management
Indiana
$1.04M +$1.04M +5,424 New
QCM
779
QRG Capital Management
Illinois
$1.03M +$691K +3,618 +201%
PPW
780
PACK Private Wealth
Minnesota
$1.03M -$27.5K -144 -3%
CWM
781
Connecticut Wealth Management
Connecticut
$1.03M – – –
EK
782
Evensky & Katz
Florida
$1.03M +$5.54K +29 +0.5%
NCG
783
Newport Capital Group
New Jersey
$1.02M -$127K -666 -11%
IIC
784
Integrated Investment Consultants
Michigan
$1.02M +$4.39K +23 +0.4%
LC
785
Lindbrook Capital
California
$1.01M -$17.4K -91 -2%
MWA
786
Monograph Wealth Advisors
California
$1.01M – – –
CP
787
Canopy Partners
Ohio
$1.01M – – –
BFG
788
Beacon Financial Group
Texas
$1M -$35.1K -184 -3%
NWAG
789
Net Worth Advisory Group
Utah
$1M -$31.3K -164 -3%
EPM
790
Elm Partners Management
Pennsylvania
$999K – – –
CSP
791
Cary Street Partners
Virginia
$997K +$997K +5,222 New
ACIM
792
Azimuth Capital Investment Management
Michigan
$985K +$1.72K +9 +0.2%
ADL
793
Asset Dedication LLC
California
$983K +$215K +1,125 +28%
NEPWA
794
New England Private Wealth Advisors
Massachusetts
$981K +$2.29K +12 +0.2%
JFG
795
JMG Financial Group
Illinois
$980K +$17.4K +91 +2%
EB
796
Eastern Bank
Massachusetts
$980K – – –
FMTC
797
Farmers & Merchants Trust Company
California
$974K +$81.1K +425 +9%
NB
798
NBT Bank
New York
$970K -$15.3K -80 -2%
SIC
799
Sterling Investment Counsel
New York
$970K -$1.04M -5,471 -52%
CFG
800
Cooper Financial Group
California
$969K +$255K +1,334 +36%
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