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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 %
UW
1126
Unique Wealth
Florida
$371K +$38.2K +200 +11%
BWL
1127
Bogart Wealth LLC
Virginia
$370K +$1.34K +7 +0.4%
BFAG
1128
Blackston Financial Advisory Group
Florida
$369K -$3.44K -18 -0.9%
NAM
1129
NTV Asset Management
West Virginia
$369K – – –
AF
1130
Affiance Financial
Minnesota
$366K – – –
GIM
1131
Goelzer Investment Management
Indiana
$363K +$363K +1,900 New
APW
1132
Axim Planning & Wealth
Ohio
$362K +$166K +869 +85%
RCM
1133
Riggs Capital Management
Utah
$361K +$361K +1,891 New
FOR
1134
Family Office Research
Maryland
$359K +$359K +1,880 New
AIS
1135
American Investment Services
Massachusetts
$358K – – –
CFS
1136
Compass Financial Services
Iowa
$357K +$357K +1,872 New
SWP
1137
ShoreHaven Wealth Partners
New Jersey
$356K – – –
OBWG
1138
Onyx Bridge Wealth Group
New York
$356K +$5.16K +27 +1%
CJH
1139
Christopher J. Hasenberg
Wisconsin
$354K -$4.37M -22,878 -93%
LP
1140
LGL Partners
Pennsylvania
$353K +$1.91K +10 +0.5%
IAN
1141
Integrated Advisors Network
Texas
$352K +$115K +600 +48%
GIA
1142
Guyasuta Investment Advisors
Pennsylvania
$352K – – –
XF
1143
XML Financial
Maryland
$352K +$763 +4 +0.2%
WW
1144
Westshore Wealth
California
$351K +$1.91K +10 +0.5%
OCM
1145
One Capital Management
California
$350K -$8.59K -45 -2%
BBWP
1146
Beacon Bridge Wealth Partners
Pennsylvania
$349K -$191 -1 -0.1%
GWMR
1147
GC Wealth Management RIA
Massachusetts
$348K – – –
LA
1148
Latitude Advisors
Florida
$347K +$30.5K +160 +10%
EWM
1149
Evermay Wealth Management
Virginia
$347K – – –
TWCA
1150
Two West Capital Advisors
Kansas
$345K +$76.2K +399 +28%
44 45
46
47 48