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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 %
ST
1001
Spinnaker Trust
Maine
$512K +$5.73K +30 +1%
IA
1002
Insight Advisors
Pennsylvania
$507K +$953 +5 +0.2%
IWN
1003
Independent Wealth Network
Iowa
$507K -$80.9K -424 -14%
FCH
1004
Freestone Capital Holdings
Washington
$507K +$3.82K +20 +0.8%
CFA
1005
CWS Financial Advisors
Michigan
$507K +$573 +3 +0.1%
PWP
1006
Prasad Wealth Partners
Ohio
$502K +$502K +2,632 New
TGAM
1007
TBH Global Asset Management
Tennessee
$502K -$2.1K -11 -0.4%
CA
1008
CGN Advisors
Kansas
$502K – – –
AWA
1009
Aaron Wealth Advisors
Illinois
$500K -$81.1K -425 -14%
FI
1010
FWG Investments
Kentucky
$500K +$123K +642 +32%
FPW
1011
Fairvoy Private Wealth
Alabama
$499K +$499K +2,613 New
GCA
1012
Gradient Capital Advisors
California
$494K -$32.3K -169 -6%
SYBT
1013
Stock Yards Bank & Trust
Kentucky
$494K -$197K -1,031 -29%
WA
1014
Wealthstar Advisors
Texas
$494K +$494K +2,585 New
PGF
1015
Plan Group Financial
Oklahoma
$492K +$4.96K +26 +1%
T
1016
Transce3nd
Texas
$491K +$491K +2,571 New
CWS
1017
Confluence Wealth Services
Pennsylvania
$490K -$1.97K -10 -0.4%
SSW
1018
Stone Summit Wealth
Florida
$488K -$573 -3 -0.1%
BW
1019
BIP Wealth
Georgia
$488K +$100K +524 +26%
TCBWMS
1020
Texas Capital Bank Wealth Management Services
Texas
$488K -$72.2K -378 -13%
IRAG
1021
Investment Research & Advisory Group
Georgia
$486K – – –
EWM
1022
Executive Wealth Management
Michigan
$479K -$13.9K -73 -3%
CGFA
1023
Colton Groome Financial Advisors
North Carolina
$479K -$38.2K -200 -7%
GI
1024
GAMMA Investing
California
$479K – – –
VA
1025
Vident Advisory
Georgia
$478K +$88.2K +462 +23%
39 40
41
42 43