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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 %
HNWAG
1026
High Net Worth Advisory Group
Florida
$477K – – –
4WM
1027
4J Wealth Management
Virginia
$470K – – –
LJAC
1028
L.J. Altfest & Co
New York
$470K +$1.34K +7 +0.3%
KFGK
1029
Keystone Financial Group (Kentucky)
Kentucky
$470K +$470K +775 New
SW
1030
SkyOak Wealth
Michigan
$469K – – –
EPA
1031
Element Pointe Advisors
Florida
$466K – – –
AWM
1032
Alterna Wealth Management
Texas
$464K +$13.2K +69 +3%
BB
1033
Busey Bank
Illinois
$463K -$115K -602 -20%
BO
1034
Bank OZK
Arkansas
$460K -$53.3K -279 -10%
OIS
1035
Okabena Investment Services
Minnesota
$458K – – –
CIC
1036
Carnegie Investment Counsel
Ohio
$457K +$4.58K +24 +1%
CNBT
1037
Canandaigua National Bank & Trust
New York
$456K -$3.25K -17 -0.7%
LA
1038
Lifeworks Advisors
Michigan
$456K +$11.5K +60 +3%
BZWA
1039
Blue Zone Wealth Advisors
California
$456K +$2.29K +12 +0.5%
VWA
1040
VSM Wealth Advisory
Maryland
$454K +$454K +2,378 New
MHC
1041
May Hill Capital
Massachusetts
$453K +$453K +2,375 New
RCG
1042
Regatta Capital Group
California
$453K -$1.91K -10 -0.4%
Neuberger Berman Group
1043
Neuberger Berman Group
New York
$452K +$46.6K +244 +11%
LWM
1044
LJI Wealth Management
Indiana
$451K -$42.6K -223 -9%
GCM
1045
Gallacher Capital Management
Colorado
$451K -$208K -1,089 -32%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$450K -$92.1K -465 -17%
KHC
1047
Koesten Hirschmann & Crabtree
Kansas
$450K – – –
APW
1048
Aurora Private Wealth
New Jersey
$445K -$11.3K -59 -2%
LFG
1049
Larson Financial Group
Missouri
$444K -$13.4K -70 -3%
VWA
1050
Visionary Wealth Advisors
Illinois
$443K -$25.4K -133 -5%
40 41
42
43 44