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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 %
LA
926
Lynch & Associates
Indiana
$638K -$2.67K -14 -0.4%
Millennium Management
927
Millennium Management
New York
$636K +$320K +1,678 +101%
MC
928
Moors & Cabot
Massachusetts
$635K +$56.3K +295 +10%
CWM
929
C2C Wealth Management
Arizona
$635K – – –
CWMGP
930
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$631K – – –
EWA
931
EverSource Wealth Advisors
Alabama
$631K +$19.9K +104 +3%
FPGK
932
Financial Partners Group (Kansas)
Kansas
$625K +$6.49K +34 +1%
FFA
933
Florida Financial Advisors
Florida
$625K +$625K +3,274 New
PFG
934
Pinnacle Financial Group
Illinois
$622K +$191 +1 +0%
S
935
SignatureFD
Georgia
$622K -$10.3K -54 -2%
NW
936
NewEdge Wealth
Pennsylvania
$621K +$50K +262 +9%
JSL
937
JT Stratford LLC
Georgia
$617K -$370K -1,941 -38%
SDAM
938
Shulman DeMeo Asset Management
New York
$616K +$3.25K +17 +0.5%
AFW
939
Avantra Family Wealth
Pennsylvania
$616K +$616K +3,227 New
RWM
940
Riverbend Wealth Management
South Carolina
$610K +$610K +3,198 New
DI
941
Disciplined Investments
Oklahoma
$609K +$8.4K +44 +1%
SW
942
SVB Wealth
Massachusetts
$608K +$608K +3,187 New
CTA
943
Camelot Technology Advisors
California
$607K +$3.05K +16 +0.5%
ACGA
944
Atlanta Consulting Group Advisors
Georgia
$605K – – –
IWS
945
Integrity Wealth Solutions
Colorado
$604K +$6.68K +35 +1%
PWH
946
Priebe Wealth Holdings
Minnesota
$603K -$9.54K -50 -2%
RFM
947
Royal Fund Management
Florida
$602K -$608K -3,181 -50%
SMA
948
Seven Mile Advisory
New Jersey
$601K – – –
EPW
949
Evergreen Private Wealth
Colorado
$598K +$17.4K +91 +3%
FAM
950
Frontier Asset Management
Wyoming
$598K -$12.8K -67 -2%
36 37
38
39 40