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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 %
PA
1251
PSI Advisors
Florida
$268K +$29.2K +153 +12%
HFO
1252
Heritage Family Offices
Arizona
$267K +$50.6K +265 +23%
LFASL
1253
Lugano Financial Advisors SA (LFA)
Switzerland
$267K – – –
PIFP
1254
Partners in Financial Planning
Virginia
$267K -$66.4K -348 -20%
BSB
1255
Bangor Savings Bank
Maine
$266K -$48.5K -254 -15%
RIG
1256
RiverFront Investment Group
Virginia
$265K +$58K +304 +28%
CHC
1257
City Holding Co
West Virginia
$264K – – –
CWM
1258
Chesapeake Wealth Management
Virginia
$264K – – –
AB
1259
ANB Bank
Colorado
$263K +$263K +1,379 New
CAM
1260
Clark Asset Management
New Hampshire
$263K +$263K +1,377 New
FFS
1261
Fischer Financial Services
Pennsylvania
$262K +$262K +1,375 New
NIA
1262
NIA Impact Advisors
California
$262K – – –
SAMT
1263
Select Asset Management & Trust
Pennsylvania
$261K -$13K -68 -5%
UFA
1264
Uptown Financial Advisors
Texas
$259K +$259K +1,359 New
WBC
1265
West Branch Capital
Massachusetts
$259K – – –
SFP
1266
Strategic Financial Partners
Oregon
$259K – – –
JEST
1267
JTC Employer Solutions Trustee
Jersey
$258K – – –
SIM
1268
Stratos Investment Management
Ohio
$258K +$1.72K +9 +0.7%
HBT
1269
Hills Bank & Trust
Iowa
$257K – – –
ARA
1270
Alexander Randolph Advisory
Virginia
$257K – – –
RBC
1271
Romano Brothers & Co
Illinois
$257K – – –
CIA
1272
Capital Investment Advisors
Georgia
$257K +$257K +1,344 New
SWM
1273
Sagace Wealth Management
Florida
$256K – – –
SFC
1274
SYM Financial Corp
Indiana
$256K – – –
CCWM
1275
Correct Capital Wealth Management
Missouri
$255K +$382 +2 +0.1%
49 50
51
52 53