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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
Raymond James Financial
2
Raymond James Financial
Florida
$311M
3
LPL Financial
3
LPL Financial
California
$1.01B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.56B
5
Morgan Stanley
5
Morgan Stanley
New York
$2.48B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
US Bancorp
2
US Bancorp
Minnesota
$137M
3
Wells Fargo
3
Wells Fargo
California
$1.24B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.22B
5
WIA
5
World Investment Advisors
California
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.22B 16,853,606 -170,039 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.56B 13,435,769 +493,784 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.48B 13,009,014 +483,087 +4%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.68B 8,801 +2,013 +30%
Bank of America
5
Bank of America
North Carolina
$1.56B 8,148,548 +200,707 +3%
Wells Fargo
6
Wells Fargo
California
$1.24B 6,486,094 -462,232 -7%
LPL Financial
7
LPL Financial
California
$1.01B 5,277,943 +847,863 +19%
UBS Group
8
UBS Group
Switzerland
$687M 3,600,608 +81,217 +2%
Stifel Financial
9
Stifel Financial
Missouri
$492M 2,576,656 +88,096 +4%
Goldman Sachs
10
Goldman Sachs
New York
$474M 2,484,586 +118,142 +5%
Ameriprise
11
Ameriprise
Minnesota
$468M 2,455,376 +171,953 +8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$409M 2,142,670 +167,028 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$311M 1,631,317 +166,023 +11%
Raymond James Financial
14
Raymond James Financial
Florida
$311M 1,630,728 +1,630,728 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$292M 1,527,973 +49,640 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$277M 1,449,306 -2,608 -0.2%
Lido Advisors
17
Lido Advisors
California
$270M 1,414,358 +448,773 +46%
BlackRock
18
BlackRock
New York
$242M 1,269,854 +27,417 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$233M 1,221,993 -53,542 -4%
Mariner
20
Mariner
Kansas
$211M 1,106,614 +382 +0%
HNB
21
Huntington National Bank
Ohio
– – – –
MCM
22
MAI Capital Management
Ohio
$195M 1,022,513 +267,927 +36%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$191M 999,059 +73,706 +8%
M&T Bank
24
M&T Bank
New York
$183M 957,583 -19,337 -2%
PAS
25
Park Avenue Securities
New York
$181M 947,689 +51,773 +6%
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