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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 %
BHPW
1301
Beverly Hills Private Wealth
California
$231K -$34.4K -180 -13%
SWM
1302
SeaCrest Wealth Management
New York
$230K – – –
EI
1303
Ellevest Inc
New York
$230K – – –
IPAM
1304
Investment Partners Asset Management
New Jersey
$229K – – –
WB
1305
Webster Bank
Connecticut
$229K +$57.3K +300 +33%
SWM
1306
Segment Wealth Management
Texas
$228K -$26.7K -140 -10%
OPPS
1307
Obsidian Personal Planning Solutions
Maryland
$228K – – –
HPC
1308
HM Payson & Co
Maine
$227K – – –
PP
1309
Patten & Patten
Tennessee
$227K -$764 -4 -0.3%
PGA
1310
Portland Global Advisors
Maine
$227K – – –
NWA
1311
Navis Wealth Advisors
New York
$227K – – –
TCA
1312
Trifecta Capital Advisors
Illinois
$227K -$271K -1,422 -55%
TPW
1313
TL Private Wealth
Texas
$226K +$226K +1,174 New
LGWM
1314
Litman Gregory Wealth Management
California
$226K – – –
CCMG
1315
Clark Capital Management Group
Pennsylvania
$225K -$88.2K -462 -28%
CIA
1316
Cape Investment Advisory
Georgia
$224K -$8.4K -44 -4%
TH
1317
TCTC Holdings
Texas
$224K – – –
BWA
1318
Bestgate Wealth Advisors
Maryland
$221K +$221K +1,158 New
LS
1319
Leelyn Smith
Illinois
$220K +$220K +1,152 New
VAM
1320
Vienna Asset Management
California
$220K +$220K +1,152 New
LGG
1321
Luts & Greenleigh Group
Maryland
$220K +$220K +1,151 New
T
1322
TrueFG
Texas
$219K +$573 +3 +0.3%
Lazard Asset Management
1323
Lazard Asset Management
New York
$219K – – –
ISL
1324
Ingalls & Snyder LLC
New York
$219K +$219K +1,149 New
SIM
1325
Synergy Investment Management
Florida
$219K +$219K +1,145 New
51 52
53
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