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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 %
SA
301
Scarborough Advisors
Maryland
$7.21M +$7.21M +36,554 New
DWP
302
Daymark Wealth Partners
Ohio
$7.16M -$11.8K -60 -0.2%
PFG
303
Pacific Financial Group
Washington
$7.14M -$491K -2,489 -6%
BFA
304
BBJS Financial Advisors
Washington
$7.07M +$9.86K +50 +0.1%
PFA
305
Pure Financial Advisors
California
$7.01M -$366K -1,855 -5%
AC
306
Avestar Capital
New York
$6.96M -$105K -534 -1%
SC
307
Sepio Capital
Utah
$6.94M – – –
SIG
308
Stonegate Investment Group
Alabama
$6.92M – – –
YIA
309
YHB Investment Advisors
Connecticut
$6.89M +$38.8K +197 +0.6%
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$6.79M -$224K -1,138 -3%
WJA
311
Willis Johnson & Associates
Texas
$6.79M -$24.1K -122 -0.4%
FHC
312
First Heartland Consultants
Missouri
$6.77M -$874K -4,430 -11%
TF
313
Trek Financial
Arizona
$6.75M -$11.2K -57 -0.2%
OWA
314
Opal Wealth Advisors
New York
$6.74M -$1.09M -5,533 -14%
QPWM
315
Quadrant Private Wealth Management
Pennsylvania
$6.71M +$326K +1,652 +5%
VC
316
Vicus Capital
Pennsylvania
$6.68M -$202K -1,025 -3%
MFG
317
Merit Financial Group
Georgia
$6.59M -$6.55M -33,221 -50%
FFM
318
Fullerton Fund Management
Singapore
$6.58M +$6.58M +33,350 New
DL
319
DOHJ LLC
Washington
$6.43M +$5.32M +27,093 +478%
RIA
320
Regal Investment Advisors
Michigan
$6.41M +$884K +4,485 +16%
FTS
321
Fifth Third Securities
Ohio
$6.39M -$507K -2,573 -7%
TIM
322
Tortoise Investment Management
New York
$6.38M +$136K +691 +2%
Franklin Resources
323
Franklin Resources
California
$6.37M +$1.29M +6,257 +25%
NB
324
Nicolet Bankshares
Wisconsin
$6.31M -$204K -1,036 -3%
KFS
325
Kelly Financial Services
Massachusetts
$6.3M +$115K +583 +2%
11 12
13
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