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iShares S&P 500 Value ETF
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Overview Fund Activity

1,425 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
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
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
+$111M
2
Lido Advisors
Lido Advisors
California
+$67.2M
3
EW
Evoke Wealth
California
+$44.8M
4
Bank of America
Bank of America
North Carolina
+$44M
5
LPL Financial
LPL Financial
California
+$33.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$533M
2
Goldman Sachs
Goldman Sachs
New York
-$435M
3
HNB
Huntington National Bank
Ohio
-$178M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$167M
5
Wells Fargo
Wells Fargo
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
351
Peoples Bank (Ohio)
Ohio
$5.35M +$339K +1,720 +7%
NFG
352
Nations Financial Group
Iowa
$5.21M +$438K +2,223 +9%
First Trust Advisors
353
First Trust Advisors
Illinois
$5.2M +$248K +1,259 +5%
VPP
354
Vertex Planning Partners
Illinois
$5.17M +$235K +1,190 +5%
RA
355
RFG Advisory
Alabama
$5.16M -$869K -4,408 -14%
WWA
356
WCG Wealth Advisors
Nevada
$5.16M +$248K +1,257 +5%
COCM
357
Charter Oak Capital Management
New Hampshire
$5.16M +$271K +1,376 +6%
WAL
358
W Advisors LLC
Tennessee
$5.15M -$25.4K -129 -0.5%
OCFG
359
O'Connor Financial Group
Illinois
$5.11M -$234K -1,186 -4%
DWT
360
Dorsey & Whitney Trust
South Dakota
$5.11M -$6.51K -33 -0.1%
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$5.02M +$245K +1,244 +5%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$5.01M -$191K -967 -4%
OC
363
Oppenheimer & Co
New York
$4.99M +$634K +3,213 +15%
TC
364
TownSquare Capital
Utah
$4.97M -$506K -2,566 -9%
HWA
365
Hilltop Wealth Advisors
North Carolina
$4.93M -$64.3K -326 -1%
ABWM
366
Alpine Bank Wealth Management
Colorado
$4.92M +$4.92M +24,944 New
CWM
367
Cranbrook Wealth Management
Michigan
$4.9M +$35.7K +181 +0.7%
AIA
368
Arcadia Investment Advisors
Idaho
$4.87M -$2.21M -11,218 -31%
QWP
369
Quotient Wealth Partners
Texas
$4.85M +$220K +1,116 +5%
MW
370
Maia Wealth
Colorado
$4.84M +$672K +3,398 +16%
CJH
371
Christopher J. Hasenberg
Wisconsin
$4.84M +$683K +3,491 +16%
RWS
372
Resolute Wealth Strategies
Mississippi
$4.8M -$82.2K -417 -2%
PFS
373
Prospera Financial Services
Texas
$4.75M +$595K +3,016 +14%
HW
374
Hancock Whitney
Mississippi
$4.74M -$296K -1,501 -6%
SFP
375
Sterling Financial Planning
New Jersey
$4.73M -$25K -127 -0.5%
13 14
15
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