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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 %
FTA
1576
Financial & Tax Architects
Missouri
– -$226K -1,144 Closed
HIA
1577
HTG Investment Advisors
Connecticut
– -$211K -1,068 Closed
AWP
1578
Accretive Wealth Partners
New Jersey
– -$211K -1,068 Closed
VFPW
1579
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$207K -1,049 Closed
TCWM
1580
Total Clarity Wealth Management
Illinois
– -$206K -1,044 Closed
EP
1581
Edgestream Partners
New Jersey
– -$204K -1,034 Closed
SOAG
1582
Silver Oak Advisory Group
Oregon
– -$202K -1,026 Closed
ZIG
1583
Zullo Investment Group
Pennsylvania
– -$202K -1,022 Closed
CWM
1584
Cornerstone Wealth Management
Missouri
– -$201K -1,021 Closed
OMC
1585
Old Mission Capital
Illinois
– -$200K -1,015 Closed
NFA
1586
Northwest Financial Advisors
Virginia
– -$93.1K -472 Closed
RWM
1587
Reston Wealth Management
Virginia
– -$74.3K -377 Closed
PIM
1588
Progressive Investment Management
Oregon
– -$73.9K -375 Closed
AWA
1589
Authentikos Wealth Advisory
California
– -$67.4K -342 Closed
HGA
1590
Hobbs Group Advisors
South Carolina
– -$39.8K -202 Closed
FAM
1591
Flaharty Asset Management
Florida
– -$34.3K -174 Closed
CSWG
1592
Cardinal Strategic Wealth Guidance
Kentucky
– -$13K -66 Closed
CMP
1593
Coston McIsaac & Partners
Maine
– -$10 -52 Closed
FNWA
1594
Financial Network Wealth Advisors
Utah
– -$9.46K -48 Closed
EAM
1595
Eukles Asset Management
Ohio
– -$8.08K -41 Closed
ETS
1596
ESL Trust Services
New York
– -$7.49K -38 Closed
MWA
1597
MFA Wealth Advisors
Pennsylvania
– -$5.92K -30 Closed
HGERS
1598
Householder Group Estate & Retirement Specialist
Arizona
– -$4K -24 Closed
HR
1599
Howe & Rusling
New York
– -$1.18K -6 Closed
Luther King Capital Management (LKCM)
1600
Luther King Capital Management (LKCM)
Texas
– -$242K – –
60 61 62 63
64