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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 %
HCM
376
Hudson Capital Management
New Jersey
$4.73M +$408K +2,069 +9%
IP
377
Investment Partners
Ohio
$4.72M +$4.34K +22 +0.1%
SCM
378
SCS Capital Management
Massachusetts
$4.7M – – –
ATPW
379
Ashton Thomas Private Wealth
Arizona
$4.6M +$198K +1,006 +5%
AL
380
ACAS LLC
California
$4.58M +$43.2K +219 +1%
CPIG
381
Chicago Partners Investment Group
Illinois
$4.54M +$53K +267 +1%
GEA
382
Glen Eagle Advisors
New Jersey
$4.52M -$167K -845 -4%
SWA
383
Sax Wealth Advisors
New Jersey
$4.49M +$189K +957 +4%
FWP
384
Falcon Wealth Planning
California
$4.48M +$384K +1,949 +9%
Renaissance Technologies
385
Renaissance Technologies
New York
$4.48M +$4.48M +22,700 New
SWM
386
SigFig Wealth Management
California
$4.46M +$393 +2 +0%
PB
387
Pinnacle Bancorp
Nebraska
$4.45M -$107K -544 -2%
FA
388
Flagstar Advisors
New York
$4.44M -$73K -370 -2%
LWL
389
Leo Wealth LLC
Texas
$4.39M +$4.14K +21 +0.1%
WB
390
WesBanco Bank
West Virginia
$4.36M -$87.5K -444 -2%
PPC
391
Park Place Capital
Alabama
$4.34M -$84.6K -429 -2%
Susquehanna International Group
392
Susquehanna International Group
Pennsylvania
$4.32M -$1.64M -8,297 -27%
LFAS
393
Level Four Advisory Services
Texas
$4.31M +$77.7K +399 +2%
ST
394
Smithfield Trust
Pennsylvania
$4.31M – – –
ASFA
395
All Season Financial Advisors
Colorado
$4.29M +$1.04M +5,263 +32%
MIS
396
Morningstar Investment Services
Illinois
$4.19M +$1.4M +7,110 +50%
EDRIA
397
Edmonds Duncan Registered Investment Advisors
Kansas
$4.19M +$16.8K +85 +0.4%
BFS
398
Bare Financial Services
Pennsylvania
$4.13M -$38.8K -197 -0.9%
JHCP
399
Jackson Hole Capital Partners
Oklahoma
$4.06M -$29.4K -149 -0.7%
TWP
400
Triad Wealth Partners
Kansas
$4.02M +$4.02M +20,407 +510,175%
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