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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 %
CG
851
Caprock Group
Idaho
$805K +$805K +4,216 New
TCOTS
852
Trust Company of the South
North Carolina
$800K – – –
ESB
853
Essex Savings Bank
Connecticut
$800K -$38.9K -204 -5%
DWS
854
Discipline Wealth Solutions
South Carolina
$798K -$67K -351 -8%
MA
855
MCF Advisors
Kentucky
$794K – – –
CAI
856
Capital Advisors Inc
Oklahoma
$793K +$7.25K +38 +0.9%
O3W
857
Omni 360 Wealth
New Jersey
$793K +$71.2K +373 +10%
PWCM
858
Processus Wealth & Capital Management
Tennessee
$791K +$54.8K +287 +7%
Fisher Asset Management
859
Fisher Asset Management
Washington
$790K +$790K +4,137 New
WCP
860
Wick Capital Partners
Pennsylvania
$789K – – –
ACM
861
Absolute Capital Management
Pennsylvania
$785K -$149K -780 -16%
SEIA
862
Signature Estate & Investment Advisors
California
$781K +$275K +1,442 +54%
CB
863
Community Bank
New York
$779K -$101K -531 -12%
CWM
864
ClientFirst Wealth Management
Arkansas
$776K +$776K +4,066 New
PPA
865
Pacific Point Advisors
California
$776K +$776K +3,964 New
CST
866
Charles Schwab Trust
Nevada
$776K – – –
HSBC Holdings
867
HSBC Holdings
United Kingdom
$774K -$153K -800 -16%
WCM
868
WealthTrak Capital Management
Virginia
$770K +$770K +4,033 New
NPFS
869
Novak & Powell Financial Services
Florida
$758K +$64.1K +336 +9%
MAMG
870
Milestone Asset Management Group
Connecticut
$752K +$752K +3,937 New
LCGC
871
Legacy Capital Group California
California
$751K +$31.9K +167 +4%
CPA
872
Capital Planning Advisors
California
$750K -$42K -220 -5%
Vanguard Group
873
Vanguard Group
Pennsylvania
$750K -$2.1K -11 -0.3%
DAS
874
Dynamic Advisor Solutions
Arizona
$748K -$555K -2,907 -43%
Empower Advisory Group
875
Empower Advisory Group
Colorado
$744K +$83.2K +436 +13%
33 34
35
36 37