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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 %
LWM
1051
Lighthouse Wealth Management
Ohio
$442K +$442K +2,316 New
Qube Research & Technologies (QRT)
1052
Qube Research & Technologies (QRT)
United Kingdom
$441K -$515K -2,697 -54%
GFM
1053
GEN Financial Management
Minnesota
$440K +$440K +2,304 New
EW
1054
Element Wealth
Mississippi
$437K +$41.2K +216 +10%
T2I
1055
Turim 21 Investimentos
Brazil
$437K – – –
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$436K – – –
FLPIM
1057
F.L. Putnam Investment Management
Massachusetts
$435K -$1.07M -5,632 -71%
OCPWS
1058
One Charles Private Wealth Services
Massachusetts
$435K – – –
IA
1059
IFG Advisors
Missouri
$434K +$764 +4 +0.2%
CPSAC
1060
Chas P. Smith & Associates (CPS)
Florida
$434K – – –
National Bank of Canada
1061
National Bank of Canada
Quebec, Canada
$433K -$9.54K -50 -2%
CWM
1062
Cabot Wealth Management
Massachusetts
$429K -$7.06K -37 -2%
USB
1063
Union Savings Bank
Connecticut
$428K – – –
JAG
1064
Journey Advisory Group
Kentucky
$428K – – –
DWM
1065
Dakota Wealth Management
Florida
$425K -$191 -1 -0%
JFG
1066
Jefferies Financial Group
New York
$425K – – –
AWM
1067
Aviso Wealth Management
Washington
$424K – – –
HWA
1068
HCR Wealth Advisors
California
$424K – – –
CFG
1069
Clayton Financial Group
Missouri
$424K -$16K -84 -4%
AIP
1070
Almanack Investment Partners
Pennsylvania
$423K -$22.9K -120 -5%
FH
1071
Financial Harvest
Florida
$423K +$423K +2,214 New
WFAG
1072
Worth Financial Advisory Group
North Carolina
$422K -$24.8K -130 -6%
PA
1073
Parkside Advisors
California
$422K +$16.8K +88 +4%
WFS
1074
WealthGarden F.S.
California
$420K +$81.5K +427 +24%
FA
1075
Fiducient Advisors
Illinois
$419K -$2.29K -12 -0.5%
41 42
43
44 45