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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 %
CWS
276
Cypress Wealth Services
California
$7.91M +$78.3K +397 +1%
EWA
277
EP Wealth Advisors
California
$7.9M +$273K +1,387 +4%
SIA
278
Soltis Investment Advisors
Utah
$7.89M +$108K +546 +1%
AWE
279
Avidian Wealth Enterprises
Texas
$7.86M -$647K -3,282 -8%
AG
280
Ascent Group
Virginia
$7.86M +$446K +2,263 +6%
CA
281
Centerpoint Advisors
Massachusetts
$7.85M -$55.8K -283 -0.7%
SEI Investments
282
SEI Investments
Pennsylvania
$7.85M +$8.87K +45 +0.1%
AllianceBernstein
283
AllianceBernstein
Tennessee
$7.84M +$349K +1,771 +5%
UAS
284
United Asset Strategies
New York
$7.84M +$36.9K +187 +0.5%
CAL
285
Capital Advisors Ltd
Ohio
$7.78M -$39.6K -201 -0.5%
BFS
286
Bradley Foster & Sargent
Connecticut
$7.72M -$206K -1,045 -3%
T
287
Tidemark
California
$7.7M +$674K +3,418 +10%
EWA
288
Exencial Wealth Advisors
Oklahoma
$7.68M -$130K -661 -2%
NF
289
Nvest Financial
New Hampshire
$7.68M -$74.1K -376 -1%
WP
290
WealthShield Partners
North Carolina
$7.65M +$409K +2,073 +6%
SWA
291
Stratos Wealth Advisors
Ohio
$7.6M +$521K +2,643 +7%
EL
292
EQ LLC
Washington
$7.55M +$1.01M +5,139 +16%
BEC
293
Blue Edge Capital
Virginia
$7.51M +$346K +1,756 +5%
T
294
TNF
Montana
$7.44M -$65.9K -333 -0.9%
EFG
295
Ehrlich Financial Group
California
$7.38M -$1.22M -6,174 -14%
AFP
296
Alpha Financial Partners
Kentucky
$7.38M +$7.38M +37,453 New
William Blair & Company
297
William Blair & Company
Illinois
$7.37M -$166K -844 -2%
PL
298
Polianta Ltd
Jersey
$7.35M +$7.35M +37,300 New
SCA
299
Snowden Capital Advisors
New York
$7.3M +$78.3K +397 +1%
OAP
300
One Advisory Partners
Kansas
$7.26M -$62.7K -318 -0.9%
10 11
12
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