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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.

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 %
DIP
1551
DT Investment Partners
Pennsylvania
– -$1.4M -7,108 Closed
JGC
1552
J. Goldman & Co
New York
– -$1.25M -6,354 Closed
RA
1553
Rational Advisors
New York
– -$1.24M -6,290 Closed
PCS
1554
Personal CFO Solutions
New Jersey
– -$931K -4,723 Closed
P
1555
Pitcairn
Pennsylvania
– -$858K -4,350 Closed
HCM
1556
Highview Capital Management
Illinois
– -$789K -4,002 Closed
PIA
1557
Pinion Investment Advisors
Kansas
– -$616K -3,125 Closed
D.E. Shaw & Co
1558
D.E. Shaw & Co
New York
– -$521K -2,642 Closed
FIM
1559
Freedom Investment Management
Connecticut
– -$469K -2,379 Closed
KDA
1560
Kraft Davis & Associates
Missouri
– -$457K -2,343 Closed
ARC
1561
Advisor Resource Council
Texas
– -$410K -2,080 Closed
RSA
1562
River Street Advisors
Illinois
– -$350K -1,775 Closed
CLOS
1563
Compagnie Lombard Odier SCmA
Switzerland
– -$332K -1,683 Closed
PP
1564
Prudential plc
United Kingdom
– -$315K -1,600 Closed
RWA
1565
River Wealth Advisors
Pennsylvania
– -$307K -1,559 Closed
BBNA
1566
Bremer Bank National Association
Minnesota
– -$303K -1,538 Closed
WQ
1567
Wealth Quarterback
New Jersey
– -$289K -1,465 Closed
WFC
1568
Western Financial Corp
California
– -$283K -1,436 Closed
MAS
1569
Meeder Advisory Services
Ohio
– -$265K -1,342 Closed
PL
1570
Parthenon LLC
Kentucky
– -$257K -1,305 Closed
SFPM
1571
Sensible Financial Planning & Management
Massachusetts
– -$247K -1,251 Closed
SPWG
1572
Sage Private Wealth Group
Illinois
– -$244K -1,238 Closed
BMWM
1573
Brown Miller Wealth Management
Virginia
– -$243K -1,231 Closed
TF
1574
Tenon Financial
New Jersey
– -$234K -1,187 Closed
MHB
1575
Midwest Heritage Bank
Iowa
– -$228K -1,159 Closed
60 61 62
63
64