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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 %
AGA
1176
Arkos Global Advisors
Texas
$319K – – –
MMPW
1177
Mitchell McLeod Pugh & Williams
Alabama
$319K – – –
FCB
1178
First County Bank
Connecticut
$319K -$145K -762 -31%
FIB
1179
First Interstate Bank
Montana
$317K -$125K -657 -28%
QFA
1180
Quattro Financial Advisors
Texas
$317K – – –
HT
1181
Headlands Technologies
Illinois
$316K +$280K +1,468 +781%
WAG
1182
Winthrop Advisory Group
Massachusetts
$316K +$9.54K +50 +3%
AUB
1183
Atlantic Union Bankshares
Virginia
$316K – – –
WA1
1184
Wimmer Associates 1
California
$315K – – –
HA
1185
Huntleigh Advisors
Missouri
$313K +$313K +1,641 New
CFAM
1186
Center For Asset Management
Florida
$312K -$19.1K -100 -6%
OAS
1187
Optivise Advisory Services
Tennessee
$312K -$3.05K -16 -1%
PCG
1188
Prosperity Consulting Group
Maryland
$312K +$76.2K +399 +32%
EA
1189
Everpar Advisors
Oklahoma
$311K +$14.5K +76 +5%
W
1190
Wealthquest
Ohio
$311K -$4.39K -23 -1%
OLVIG
1191
Oliver Lagore Vanvalin Investment Group
Michigan
$310K +$4.01K +21 +1%
GKWIM
1192
Gerber Kawasaki Wealth & Investment Management
California
$309K -$27.5K -144 -8%
GWM
1193
Greenhouse Wealth Management
Connecticut
$308K -$9.93K -52 -3%
JFGIW
1194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$306K -$530K -2,700 -63%
AGC
1195
Aspen Grove Capital
Colorado
$305K – – –
FW
1196
Fairway Wealth
Ohio
$305K – – –
FF
1197
Friday Financial
Iowa
$305K +$305K +1,600 New
BWM
1198
Brown Wealth Management
Illinois
$305K – – –
CWM
1199
Copia Wealth Management
Oregon
$304K +$304K +1,593 New
VCM
1200
Vivaldi Capital Management
Illinois
$303K +$47.4K +239 +19%
46 47
48
49 50