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iShares S&P 500 Value ETF
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Overview Fund Activity

1,534 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, 482 reducing their positions, and 64 closing their positions.

Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.68B
2
Raymond James Financial
2
Raymond James Financial
Florida
$311M
3
LPL Financial
3
LPL Financial
California
$1.01B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.56B
5
Morgan Stanley
5
Morgan Stanley
New York
$2.48B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
US Bancorp
2
US Bancorp
Minnesota
$137M
3
Wells Fargo
3
Wells Fargo
California
$1.24B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.22B
5
WIA
5
World Investment Advisors
California
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WWG
101
West Wealth Group
California
$32.7M 171,204 +11,152 +7%
SWM
102
Spire Wealth Management
Virginia
$31.1M 162,706 +4,510 +3%
GSWM
103
Greenup Street Wealth Management
Michigan
$30.4M 159,105 +52,686 +50%
FLA
104
Financial Life Advisors
Texas
$30.1M 157,540 +1,583 +1%
EWA
105
Encompass Wealth Advisors
Oregon
$29.8M 156,214 +5,915 +4%
GT
106
Greenleaf Trust
Michigan
$29.2M 152,807 +549 +0.4%
CFA
107
Cahill Financial Advisors
Minnesota
$29.1M 152,662 +3,349 +2%
CCM
108
Condor Capital Management
New Jersey
$28.4M 148,613 +56 +0%
APW
109
Austin Private Wealth
Texas
$28.2M 147,780 +10,453 +8%
PSCM
110
Per Stirling Capital Management
Texas
$28.1M 147,205 -44,899 -23%
BBVA
111
Banco Bilbao Vizcaya Argentaria
Spain
$28M 145,459 -12,457 -8%
TW
112
Transform Wealth
Colorado
$27.9M 145,947 +3,108 +2%
MAM
113
MMA Asset Management
Pennsylvania
$27.6M 144,380 -83,623 -37%
PS
114
Principal Securities
Iowa
$27.4M 143,452 +16,448 +13%
PIA
115
Powell Investment Advisors
Florida
$27.3M 142,981 +246 +0.2%
KIM
116
Kestra Investment Management
Texas
$27.1M 142,042 +19,551 +16%
Creative Planning
117
Creative Planning
Kansas
$25.9M 135,700 +20,748 +18%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$25.7M 134,883 +1,688 +1%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$25.4M 132,830 +907 +0.7%
JWA
120
JFS Wealth Advisors
Pennsylvania
$25.3M 132,779 -543 -0.4%
FHB
121
First Hawaiian Bank
Hawaii
$24.9M 130,329 -13,560 -9%
BF
122
BOK Financial
Oklahoma
$24.5M 130,432 +10,711 +9%
SWP
123
Stratos Wealth Partners
Ohio
$24.4M 127,806 +9,265 +8%
AI
124
Atria Investments
North Carolina
$23.9M 124,948 +17,192 +16%
DSA
125
Droms Strauss Advisors
Missouri
$23.8M 124,736 +1,057 +0.9%
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5
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