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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 %
FWTB
901
First Western Trust Bank
Colorado
$699K – – –
LKWM
902
Lee-Kelleher Wealth Management
Maryland
$696K +$696K +3,647 New
FFG
903
Fortress Financial Group
Minnesota
$696K +$696K +3,646 New
CCA
904
Clarity Capital Advisors
Florida
$695K – – –
CFO
905
CVA Family Office
Colorado
$692K – – –
AHC
906
Anderson Hoagland & Co
Missouri
$692K – – –
AWA
907
ARQ Wealth Advisors
Arizona
$689K +$13.2K +69 +2%
SHF
908
Stage Harbor Financial
Massachusetts
$684K -$38.9K -204 -5%
CNB
909
Camden National Bank
Maine
$681K +$681K +3,566 New
GWA
910
Geometric Wealth Advisors
District of Columbia
$680K – – –
ES
911
Eagle Strategies
New York
$663K +$61.1K +320 +10%
ICMM
912
Integrated Capital Management (Michigan)
Michigan
$662K +$3.63K +19 +0.6%
WPW
913
Watershed Private Wealth
Illinois
$661K -$215K -1,124 -25%
PCM
914
Parsons Capital Management
Rhode Island
$659K -$7.64K -40 -1%
FA
915
Fedenia Advisers
Wisconsin
$659K +$659K +3,450 New
SAI
916
Savvy Advisors Inc
New York
$654K +$134K +701 +26%
JGIA
917
Jackson Grant Investment Advisers
Connecticut
$652K +$3.44K +18 +0.5%
KLI
918
Kelman-Lazarov Inc
Tennessee
$650K – – –
AT
919
American Trust
Kentucky
$650K +$650K +3,404 New
LW
920
Linscomb Wealth
Texas
$648K -$2.67K -14 -0.4%
EIA
921
Edgemoor Investment Advisors
Maryland
$648K – – –
PW
922
Potentia Wealth
California
$646K +$646K +3,384 New
WEG
923
World Equity Group
Illinois
$646K +$262K +1,372 +68%
APC
924
Aspire Private Capital
North Carolina
$646K -$34.4K -180 -5%
FC
925
Forte Capital
New York
$643K – – –
35 36
37
38 39