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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
2
LPL Financial
California
$1.01B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.56B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.48B
5
Lido Advisors
5
Lido Advisors
California
$270M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
HNB
2
Huntington National Bank
Ohio
$209M
3
US Bancorp
3
US Bancorp
Minnesota
$137M
4
Wells Fargo
4
Wells Fargo
California
$1.24B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$22.8M +$256K +1,342 +1%
CW
127
CreativeOne Wealth
Kansas
$22.6M +$728K +3,813 +3%
LFS
128
Lutz Financial Services
Nebraska
$22.6M -$38.2K -200 -0.2%
QIM
129
Quest Investment Management
Oregon
$22.5M – – –
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$22.5M -$187K -978 -0.8%
GIA
131
Gladstone Institutional Advisory
Florida
$22.3M +$3.11M +16,296 +16%
DI
132
DDFG Inc
California
$22.1M -$189K -988 -0.8%
MCM
133
MV Capital Management
Maryland
$22M -$800K -4,190 -4%
AIP
134
Ameritas Investment Partners
Nebraska
$21.7M -$570K -2,985 -3%
AAP
135
Arax Advisory Partners
Colorado
$21.7M -$313K -1,642 -1%
KL
136
KWMG LLC
Kansas
$21.2M -$135K -705 -0.6%
CA
137
Clearstead Advisors
Ohio
$21.2M -$332K -1,740 -2%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$21.1M +$384K +2,010 +2%
EL
139
EWA LLC
Pennsylvania
$21M +$1.06M +5,533 +5%
AF
140
Allworth Financial
California
$20.7M -$317K -1,623 -2%
WA
141
Waverly Advisors
Alabama
$20.7M +$3.06M +16,017 +17%
JF
142
JSF Financial
California
$20.7M +$466K +2,443 +2%
SPC
143
Sigma Planning Corp
Michigan
$20.7M -$885K -4,636 -4%
TPCW
144
TD Private Client Wealth
New York
$20.3M +$1.16M +6,093 +6%
CL
145
Choreo LLC
Illinois
$19.8M -$360K -1,884 -2%
BFPW
146
BOK Financial Private Wealth
Colorado
$19.7M -$649K -3,401 -3%
CFO
147
Callan Family Office
Pennsylvania
$19.5M +$2.09M +10,940 +12%
IWC
148
Integrated Wealth Concepts
Massachusetts
$19.5M -$1.08M -5,681 -5%
GIA
149
GHP Investment Advisors
Colorado
$19.1M -$196K -1,028 -1%
IC
150
IEQ Capital
California
$19.1M +$8.69M +45,525 +84%
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