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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 %
KA
951
Klingman & Associates
New York
$597K – – –
FWMP
952
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$594K +$594K +3,114 New
RDFA
953
Ritter Daniher Financial Advisory
Ohio
$593K – – –
KFI
954
Key Financial Inc
Pennsylvania
$592K -$13.9K -73 -2%
VC
955
Veracity Capital
Georgia
$591K +$22.1K +116 +4%
FWM
956
Foguth Wealth Management
Michigan
$588K -$90K -459 -13%
TW
957
Towerpoint Wealth
California
$588K +$1.15K +6 +0.2%
LSIA
958
LaSalle St. Investment Advisors
Illinois
$587K +$352K +1,846 +150%
MOS
959
MGO One Seven
Ohio
$586K -$333K -1,743 -36%
IIA
960
IPG Investment Advisors
California
$585K -$4.77K -25 -0.8%
OPW
961
Oxler Private Wealth
New York
$583K +$2.29K +12 +0.4%
SXL
962
Summit X LLC
Missouri
$583K -$1.72K -9 -0.3%
SMA
963
Sage Mountain Advisors
Georgia
$570K +$164K +857 +40%
LSAG
964
Lake Street Advisors Group
New Hampshire
$570K – – –
FFS
965
Founders Financial Securities
Maryland
$568K -$2.29K -12 -0.4%
CPA
966
Cardiff Park Advisors
California
$567K – – –
GWA
967
GGM Wealth Advisors
Maryland
$567K – – –
RWM
968
Ritholtz Wealth Management
New York
$563K -$31.5K -165 -5%
WF
969
Welch & Forbes
Massachusetts
$561K +$64.3K +337 +13%
GFA
970
Gallagher Fiduciary Advisors
Illinois
$560K +$31.1K +163 +6%
QC
971
Quent Capital
New York
$559K – – –
AF
972
Amara Financial
California
$559K +$3.05K +16 +0.5%
PL
973
Plancorp LLC
Missouri
$559K -$955 -5 -0.2%
CIC
974
Chilton Investment Company
Connecticut
$557K – – –
TWP
975
Tempus Wealth Planning
California
$557K +$130K +683 +31%
37 38
39
40 41