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iShares S&P 500 Value ETF
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Overview Fund Activity

1,424 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+71
Holders Change %
+5.25%
% of All Funds
20.6%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.55B
2
Lido Advisors
Lido Advisors
California
$190M
3
EW
Evoke Wealth
California
$44.8M
4
Bank of America
Bank of America
North Carolina
$1.57B
5
LPL Financial
LPL Financial
California
$873M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$9.19M
2
Goldman Sachs
Goldman Sachs
New York
$467M
3
HNB
Huntington National Bank
Ohio
$206M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
Wells Fargo
California
$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$11.7M +$1.08M +5,493 +10%
GWAM
227
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M -$553K -2,804 -5%
LWM
228
Liberty Wealth Management
California
$11.4M -$69.9M -354,294 -86%
SAF
229
Smith Anglin Financial
Texas
$11.1M -$31.9M -161,699 -74%
PWA
230
Physician Wealth Advisors
Utah
$11M +$661K +3,319 +6%
CAL
231
Capital Analysts LLC
Pennsylvania
$10.9M +$970K +4,922 +10%
PA
232
Parallel Advisors
California
$10.9M +$14.6K +74 +0.1%
IW
233
Instrumental Wealth
Florida
$10.8M +$328K +1,641 +3%
IC
234
IEQ Capital
California
$10.7M +$584K +2,963 +6%
SC
235
Sierra Capital
Florida
$10.7M -$838K -4,251 -7%
AT
236
Arlington Trust
Alabama
$10.6M +$56K +284 +0.5%
SPIA
237
Steward Partners Investment Advisory
New York
$10.5M -$61.9K -314 -0.6%
CFGS
238
Concourse Financial Group Securities
Alabama
$10.5M +$690K +3,500 +7%
SFS
239
Security Financial Services
Indiana
$10.4M +$235K +1,190 +2%
AIA
240
Alternative Investment Advisors
Florida
$10.4M -$537K -2,723 -5%
AIM
241
Acropolis Investment Management
Missouri
$10.4M -$214K -1,087 -2%
KFSC
242
Keystone Financial Services (Colorado)
Colorado
$10.4M -$66.6K -338 -0.6%
FCC
243
Florin Court Capital
United Kingdom
$10.4M +$2.9M +14,700 +39%
AMG
244
Asset Management Group
Connecticut
$10.4M -$143K -724 -1%
BOS
245
Bank of Stockton
California
$10.3M -$48.5K -246 -0.5%
MMRF
246
Michelson Medical Research Foundation
California
$10.2M – – –
DA
247
Detalus Advisors
Missouri
$10.2M -$515K -2,612 -5%
OWA
248
One Wealth Advisors
California
$10.1M +$190K +965 +2%
MA
249
Mutual Advisors
Nebraska
$10M -$923K -4,665 -8%
WWM
250
Western Wealth Management
Colorado
$10M +$536K +2,717 +6%
8 9
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