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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 %
STCOSD
1151
Sageworth Trust Company of South Dakota
South Dakota
$343K – – –
TAM
1152
TCP Asset Management
Ohio
$343K – – –
CAM
1153
Campion Asset Management
Virginia
$342K -$85.9K -450 -20%
MA
1154
MONECO Advisors
Connecticut
$342K +$6.11K +32 +2%
NOI
1155
Newton One Investments
Delaware
$341K – – –
WIC
1156
Woodmont Investment Counsel
Tennessee
$341K – – –
WWP
1157
WR Wealth Planners
Missouri
$340K -$433K -2,271 -56%
MIM
1158
Macroview Investment Management
Maryland
$338K +$18.1K +95 +6%
TCOV
1159
Trust Company of Vermont
Vermont
$338K +$132K +690 +64%
ONST
1160
Old North State Trust
North Carolina
$336K -$14.9K -78 -4%
HB
1161
HTLF Bank
Colorado
$330K – – –
LC
1162
LCNB Corp
Ohio
$328K – – –
PMG
1163
ProVise Management Group
Florida
$328K – – –
CWM
1164
Crowley Wealth Management
Delaware
$328K +$328K +1,717 New
FF
1165
Francis Financial
$326K – – –
EE
1166
EWG Elevate
California
$325K -$45.4K -238 -12%
MFG
1167
Mosaic Financial Group
Illinois
$325K +$1.34K +7 +0.4%
BCP
1168
Blue Chip Partners
Michigan
$325K -$13.7K -72 -4%
UL
1169
Unionview LLC
Washington
$325K +$24.2K +127 +8%
HCM
1170
HMS Capital Management
Tennessee
$324K – – –
IFWM
1171
Institute for Wealth Management
Colorado
$324K +$22.9K +120 +8%
MCM
1172
Manchester Capital Management
Vermont
$323K – – –
RWM
1173
Rockwood Wealth Management
Pennsylvania
$323K +$323K +1,692 New
PSIWM
1174
Paradigm Strategies in Wealth Management
Minnesota
$321K -$9.54K -50 -3%
KA
1175
Kovack Advisors
Florida
$320K -$6.49K -34 -2%
45 46
47
48 49