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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 Market Value Shares Shares
Change 		Shares
Change %
MFIM
151
Mesirow Financial Investment Management
Illinois
$18.8M 98,256 -2,622 -3%
GL
152
Graypoint LLC
New York
$18.7M 98,170 +11,760 +14%
IF
153
Ironwood Financial
Arizona
$18.7M 97,722 -6,278 -6%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$18.3M 96,019 +4,201 +5%
FMC
155
First Merchants Corp
Indiana
$18.2M 95,408 +1,586 +2%
SWM
156
SilverOak Wealth Management
Minnesota
$18.1M 94,714 +869 +0.9%
CF
157
Corebridge Financial
Texas
$17.8M 93,300 -39,000 -29%
CFB
158
Cullen/Frost Bankers
Texas
$17.8M 93,096 -3,099 -3%
WGC
159
Watts Gwilliam & Co
Arizona
$17.7M 92,706 +10,039 +12%
SC
160
Saiph Capital
New Jersey
$17.3M 90,800 +1,653 +2%
NCM
161
Narwhal Capital Management
Georgia
$17.1M 89,784 -617 -0.7%
WA
162
Wealth Alliance
New York
$17.1M 89,492 +1,772 +2%
CIA
163
Concurrent Investment Advisors
Florida
$17.1M 89,419 +46,643 +109%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$16.9M 88,708 -1,438 -2%
PA
165
Prism Advisors
California
$16.9M 88,429 +14,309 +19%
MGIA
166
Matthew Goff Investment Advisor
Texas
$16.9M 88,277 +29 +0%
FFA
167
Farther Finance Advisors
California
$16.8M 88,162 +7,781 +10%
SC
168
Savant Capital
Illinois
$16.7M 87,544 -2,655 -3%
IWA
169
Icon Wealth Advisors
Texas
$16.4M 85,677 +560 +0.7%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$16.3M 85,548 +1,196 +1%
WIM
171
WealthPlan Investment Management
Nebraska
$16.2M 84,997 +3,453 +4%
BPA
172
Beacon Pointe Advisors
California
$15.9M 83,547 -127 -0.2%
PCA
173
Prosperity Capital Advisors
Ohio
$15.9M 83,207 +11,116 +15%
FNBT
174
FineMark National Bank & Trust
Florida
$15.8M 83,012 +1,618 +2%
CCFM
175
Clear Creek Financial Management
Washington
$15.8M 82,826 +75,948 +1,104%
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