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iShares S&P 500 Value ETF
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Overview Fund Activity

1,534 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, 482 reducing their positions, and 64 closing their positions.

Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.68B
2
Raymond James Financial
2
Raymond James Financial
Florida
$311M
3
LPL Financial
3
LPL Financial
California
$1.01B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.56B
5
Morgan Stanley
5
Morgan Stanley
New York
$2.48B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
US Bancorp
2
US Bancorp
Minnesota
$137M
3
Wells Fargo
3
Wells Fargo
California
$1.24B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.22B
5
WIA
5
World Investment Advisors
California
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
76
Evoke Wealth
California
$44.9M 235,338 +8,216 +4%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$44.9M 235,303 +2,896 +1%
CI
78
CX Institutional
Indiana
$44.4M 232,351 +66,599 +40%
RFC
79
Regions Financial Corp
Alabama
$44M 230,329 +24,044 +12%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.7M 218,420 +218,420 New
BAAM
81
Baker Avenue Asset Management
California
$39.8M 208,579 +594 +0.3%
BMM
82
Berkshire Money Management
Massachusetts
$39.4M 206,526 +1,929 +0.9%
EH
83
Equitable Holdings
New York
$39.3M 205,964 +3,189 +2%
SL
84
Salomon & Ludwin
Virginia
$39.1M 205,016 -11,677 -5%
RWP
85
RWA Wealth Partners
Massachusetts
$39.1M 204,632 -7,255 -3%
PAG
86
Private Advisor Group
New Jersey
$38.4M 201,170 +4,007 +2%
SMC
87
Smith, Moore & Co
Missouri
$37.9M 198,729 -6,216 -3%
DSA
88
Davis Selected Advisers
Arizona
$37.6M 197,175 +184,477 +1,453%
AWS
89
Atria Wealth Solutions
New York
$37.3M 195,339 +1,018 +0.5%
PFM
90
Phillips Financial Management
Indiana
$36.9M 193,255 -57,131 -23%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$36.7M 192,440 +60,591 +46%
QS
92
Quantitative Strategies
California
$36.3M 190,181 -1,234 -0.6%
PRS
93
Pinkerton Retirement Specialists
Idaho
$35.6M 186,462 +186,462 New
Northern Trust
94
Northern Trust
Illinois
$35.4M 185,440 +7,585 +4%
1IA
95
1834 Investment Advisors
Wisconsin
$34.4M 180,202 -12,182 -6%
AWM
96
AE Wealth Management
Kansas
$34.1M 178,438 +43,447 +32%
NSIM
97
North Star Investment Management
Illinois
$34M 178,004 -3,225 -2%
AWMS
98
Advocacy Wealth Management Services
Georgia
$33.4M 175,124 +15,441 +10%
FWMM
99
Foundation Wealth Management (Missouri)
Missouri
$33.1M 173,218 -4,601 -3%
KOC
100
Koss-Olinger Consulting
Florida
$33M 173,045 -2,105 -1%
2 3
4
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