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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 %
EPP
176
ETF Portfolio Partners
Kansas
$15.7M -$4.99M -26,116 -24%
GRP
177
Global Retirement Partners
California
$15.5M -$512K -2,683 -3%
SW
178
SteelPeak Wealth
California
$15.2M +$536K +2,809 +4%
FAIM
179
Financial Advocates Investment Management
Washington
$15.1M +$2.36M +12,056 +19%
MWM
180
Modera Wealth Management
New Jersey
$15M -$388K -2,035 -3%
ISWM
181
Independent Solutions Wealth Management
New York
$14.9M -$4.57M -23,967 -24%
Cerity Partners
182
Cerity Partners
New York
$14.8M +$956K +5,009 +7%
DW
183
Durante & Waters
New York
$14.7M -$4.73M -24,780 -24%
PFA
184
Pettinga Financial Advisors
Indiana
$14.7M +$323K +1,693 +2%
SHJ
185
Sharkey, Howes & Javer
Colorado
$14.6M +$345K +1,810 +2%
AA
186
Alesco Advisors
New York
$14.6M -$426K -2,230 -3%
RFA
187
RTD Financial Advisors
Pennsylvania
$14.5M -$255K -1,336 -2%
PWM
188
Perigon Wealth Management
California
$14.4M +$1.7M +8,832 +13%
BTWM
189
Brass Tax Wealth Management
Ohio
$14.3M -$139K -728 -1%
SFO
190
Stokes Family Office
Louisiana
$14.2M +$79.6K +417 +0.6%
MFG
191
Merit Financial Group
Georgia
$14.2M +$7.82M +40,970 +123%
HFA
192
High Falls Advisors
New York
$14M -$36.5K -191 -0.3%
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$14M +$60.1K +315 +0.4%
MCM
194
M1 Capital Management
Michigan
$13.6M +$13.6M +71,423 New
QC
195
Quadrature Capital
United Kingdom
$13.5M +$13.5M +70,731 New
HGWM
196
Horst & Graben Wealth Management
Oregon
$13.5M +$227K +1,191 +2%
KFP
197
KMG Fiduciary Partners
Ohio
$13.4M +$22.7K +119 +0.2%
TPI
198
Trust Point Inc
Wisconsin
$13.4M -$278K -1,457 -2%
UB
199
UMB Bank
Missouri
$13.3M -$199K -1,041 -1%
IWMWV
200
Ironwood Wealth Management (West Virginia)
West Virginia
$13.3M -$28.8K -153 -0.2%
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