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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
Koshinski Asset Management
Illinois
$1.68B
2
LPL Financial
LPL Financial
California
$1.01B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.56B
4
Morgan Stanley
Morgan Stanley
New York
$2.48B
5
Lido Advisors
Lido Advisors
California
$270M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.24M
2
HNB
Huntington National Bank
Ohio
$209M
3
US Bancorp
US Bancorp
Minnesota
$137M
4
Wells Fargo
Wells Fargo
California
$1.24B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
1526
Islay Capital Management
Texas
$2.67K – – –
FIA
1527
FPC Investment Advisory
California
$2.55K – – –
MSG
1528
Main Street Group
Virginia
$2.29K – – –
SAM
1529
Synergy Asset Management
Washington
$1.74K +$1.74K +9 New
BL
1530
BFSG LLC
California
$1.72K – – –
GLA
1531
Great Lakes Advisors
Illinois
$1.29K +$553 +3 +75%
BGWM
1532
Bridge Generations Wealth Management
Florida
$1.15K +$1.15K +6 New
AWM
1533
AllSquare Wealth Management
New York
$954 – – –
NS
1534
NBC Securities
Alabama
$446 -$479K -2,146 -100%
TRCT
1535
Tower Research Capital (TRC)
New York
$382 -$144K -752 -100%
Prudential Financial
1536
Prudential Financial
New Jersey
– -$18.7M -94,666 Closed
Allianz Asset Management
1537
Allianz Asset Management
Germany
– -$9.09M -46,100 Closed
AFP
1538
Alpha Financial Partners
Kentucky
– -$7.38M -37,453 Closed
FFM
1539
Fullerton Fund Management
Singapore
– -$6.58M -33,350 Closed
MIS
1540
Morningstar Investment Services
Illinois
– -$4.19M -21,336 Closed
ATS
1541
Ashton Thomas Securities
New York
– -$4.01M -20,361 Closed
HWM
1542
Horizon Wealth Management
Illinois
– -$3.26M -16,512 Closed
SW
1543
Simplicity Wealth
New Jersey
– -$2.92M -14,830 Closed
ECM
1544
ExodusPoint Capital Management
New York
– -$2.32M -11,751 Closed
ZIMP
1545
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.31M -11,697 Closed
FTUS
1546
Flow Traders U.S.
New York
– -$2.27M -11,488 Closed
CRWM
1547
Castle Rock Wealth Management
California
– -$2.25M -11,471 Closed
RBFC
1548
Roman Butler Fullerton & Co
Missouri
– -$1.7M -8,533 Closed
NAG
1549
Northstar Advisory Group
New Jersey
– -$1.68M -8,502 Closed
TCWA
1550
Turtle Creek Wealth Advisors
Texas
– -$1.51M -7,658 Closed
60 61
62
63 64