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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 %
LIA
251
LBMC Investment Advisors
Tennessee
$9.97M -$6.9K -35 -0.1%
EDRH
252
Edmond de Rothschild Holding
Switzerland
$9.94M +$9.94M +50,428 New
P
253
&Partners
Tennessee
$9.92M +$3.6M +18,185 +57%
HI
254
Harbour Investments
Wisconsin
$9.85M +$868K +4,403 +10%
FAM
255
Forte Asset Management
New York
$9.63M +$1.96M +9,949 +26%
CAM
256
Cresset Asset Management
Illinois
$9.5M -$1.29M -6,531 -12%
HWM
257
HB Wealth Management
Georgia
$9.46M +$53.6K +272 +0.6%
EA
258
Efficient Advisors
Ohio
$9.42M -$597K -3,029 -6%
ASN
259
Advisory Services Network
Georgia
$9.31M – – –
CAG
260
Csenge Advisory Group
Florida
$9.23M +$259K +1,303 +3%
SWM
261
Scissortail Wealth Management
Oklahoma
$9.19M -$533M -47,001 -98%
AFP
262
Ausdal Financial Partners
Iowa
$9.11M +$4.08M +20,674 +81%
Allianz Asset Management
263
Allianz Asset Management
Germany
$9.09M +$9.09M +46,100 New
FWP
264
FAS Wealth Partners
Kansas
$9.06M -$266K -1,351 -3%
PFP
265
Pinnacle Financial Partners
Tennessee
$9.02M -$505K -2,561 -5%
RA
266
Rodgers & Associates
Pennsylvania
$8.96M +$177K +898 +2%
LWP
267
LMG Wealth Partners
Louisiana
$8.93M +$51.5K +261 +0.6%
FFN
268
Focus Financial Network
Minnesota
$8.5M +$170K +864 +2%
GVAG
269
Great Valley Advisor Group
Delaware
$8.48M +$61.7K +313 +0.7%
CIA
270
Concurrent Investment Advisors
Florida
$8.43M +$411K +2,084 +5%
Tudor Investment Corp
271
Tudor Investment Corp
Connecticut
$8.43M +$6.47M +32,805 +329%
GWM
272
Geneos Wealth Management
Colorado
$8.33M +$77.9K +395 +0.9%
PFG
273
PAX Financial Group
Texas
$8.29M +$355K +1,801 +4%
TWM
274
TSA Wealth Management
Texas
$8.18M -$132K -671 -2%
SS
275
Sunbelt Securities
Texas
$8.17M +$485K +2,458 +6%
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