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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 %
AF
401
Advisornet Financial
Minnesota
$4.02M -$420K -2,129 -9%
ATS
402
Ashton Thomas Securities
New York
$4.01M -$46.9K -238 -1%
NA
403
Nottingham Advisors
New York
$4M -$100K -509 -2%
TRIA
404
Trail Ridge Investment Advisors
Colorado
$3.95M +$191K +965 +5%
SCM
405
Stordahl Capital Management
Colorado
$3.95M +$327K +1,663 +9%
HIA
406
Harbor Investment Advisory
Maryland
$3.94M -$433K -2,197 -10%
WAS
407
Wealth Advisory Solutions
Indiana
$3.93M -$19.1K -97 -0.5%
GPW
408
Gray Private Wealth
Massachusetts
$3.92M -$147K -746 -4%
FWP
409
Firethorn Wealth Partners
Georgia
$3.9M -$7.1K -36 -0.2%
TVM
410
True Vision MN
Minnesota
$3.87M +$232K +1,178 +6%
AC
411
Allstate Corporation
Illinois
$3.87M +$1.14M +5,769 +42%
SPAS
412
Spectrum Planning & Advisory Services
California
$3.84M +$344K +1,745 +10%
SCTC
413
Sanibel Captiva Trust Company
Florida
$3.84M +$264K +1,341 +7%
BCM
414
BTC Capital Management
Iowa
$3.8M – – –
ELC
415
Edgar Lomax Company
Virginia
$3.77M – – –
TFG
416
Tilson Financial Group
New Jersey
$3.77M +$3.77M +19,095 New
GLLW
417
Graves Light Lenhart Wealth
Virginia
$3.76M -$46.1K -234 -1%
TI
418
Truepoint Inc
Ohio
$3.76M -$10.5K -53 -0.3%
RB
419
Renasant Bank
Mississippi
$3.76M -$57.8K -293 -2%
RL
420
Rogco LP
Oklahoma
$3.74M -$189K -958 -5%
NL
421
NWAM LLC
Washington
$3.69M +$3.69M +18,733 New
FCFC
422
First Commonwealth Financial Corp
Pennsylvania
$3.69M +$43.8K +222 +1%
BAM
423
Belpointe Asset Management
Nevada
$3.68M -$27.4K -139 -0.7%
SCA
424
St. Clair Advisors
Ohio
$3.68M – – –
AC
425
Anson Capital
Georgia
$3.64M -$624K -3,170 -15%
15 16
17
18 19