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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 %
HIP
1351
Harrell Investment Partners
Texas
$202K -$3.82K -20 -2%
1WA
1352
180 Wealth Advisors
Washington
$201K -$3.25K -17 -2%
Mirae Asset Global Investments
1353
Mirae Asset Global Investments
South Korea
$199K -$185K -971 -48%
IWM
1354
Inlight Wealth Management
Georgia
$198K +$198K +179,293 New
FAI
1355
Fiduciary Advisors Inc
Missouri
$197K +$197K +1,030 New
BOJHT
1356
Bank of Jackson Hole Trust
Wyoming
$194K +$194K +1,017 New
WAG
1357
Wiser Advisor Group
Arizona
$190K +$955 +5 +0.5%
EWP
1358
Elevation Wealth Partners
California
$189K +$1.15K +6 +0.6%
EFG
1359
Ethos Financial Group
Pennsylvania
$184K +$184K +966 New
BLC
1360
Brown, Lisle/Cummings
Rhode Island
$174K – – –
DZ Bank
1361
DZ Bank
Germany
$174K -$10.9K -57 -6%
VWM
1362
Valley Wealth Managers
New Jersey
$172K – – –
BCCM
1363
Black Cypress Capital Management
Florida
$172K +$3.27K +21 +2%
BCMLT
1364
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K -$1.34K -7 -0.8%
MFC
1365
Mechanics Financial Corp
Ohio
$167K -$3.82K -20 -2%
MCM
1366
Mainstream Capital Management
California
$163K +$163K +856 New
PWM
1367
Provident Wealth Management
Tennessee
$163K – – –
TF
1368
Tompkins Financial
New York
$153K +$15.5K +81 +11%
GFPC
1369
Global Financial Private Client
Florida
$152K -$9.35K -49 -6%
ZB
1370
Zions Bancorporation
Utah
$149K – – –
CP
1371
Covenant Partners
Tennessee
$147K -$43.5K -228 -23%
DF
1372
Dunhill Financial
United Kingdom
$146K – – –
BFO
1373
Biltmore Family Office
North Carolina
$144K -$31.5K -165 -18%
AWM
1374
Activest Wealth Management
Florida
$141K – – –
GWSG
1375
GPS Wealth Strategies Group
Colorado
$141K +$191 +1 +0.1%
53 54
55
56 57