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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 %
FAM
426
Family Asset Management
South Carolina
$3.64M -$66.4K -337 -2%
TWM
427
Tradition Wealth Management
Minnesota
$3.63M +$51.3K +260 +1%
TCG
428
Transcendent Capital Group
Oklahoma
$3.58M +$3.48M +17,641 +3,564%
CWA
429
Clarus Wealth Advisors
Arizona
$3.57M +$22.6K +116 +0.6%
GC
430
Garde Capital
Washington
$3.57M – – –
MWM
431
Mosley Wealth Management
California
$3.53M +$336K +1,689 +11%
TPWA
432
TRUE Private Wealth Advisors
Oregon
$3.52M -$6.7K -34 -0.2%
SIAS
433
Summit Investment Advisory Services
Minnesota
$3.5M +$3.5M +17,752 New
DADC
434
D.A. Davidson & Co
Montana
$3.49M -$31K -157 -0.9%
MFC
435
Morris Financial Concepts
South Carolina
$3.45M +$174K +884 +5%
Calamos Advisors
436
Calamos Advisors
Illinois
$3.44M +$26.8K +136 +0.8%
TIAA Trust, National Association
437
TIAA Trust, National Association
North Carolina
$3.43M -$25.4K -129 -0.7%
SFWA
438
Summit Financial Wealth Advisors
Louisiana
$3.41M +$3.94K +20 +0.1%
MWS
439
Maxwell Wealth Strategies
California
$3.4M +$77K +392 +2%
SIA
440
Stegner Investment Associates
Kentucky
$3.39M -$27K -137 -0.8%
PFA
441
Pinnacle Family Advisors
Missouri
$3.39M -$2.37K -12 -0.1%
VFA
442
Valeo Financial Advisors
Indiana
$3.37M -$121K -616 -3%
Bank of Nova Scotia
443
Bank of Nova Scotia
Ontario, Canada
$3.36M +$1.27M +6,454 +61%
AWP
444
Ascent Wealth Partners
New York
$3.34M +$52.8K +268 +2%
BIM
445
Bridges Investment Management
Nebraska
$3.32M -$256K -1,300 -7%
HPM
446
Hoxton Planning & Management
West Virginia
$3.32M +$350K +1,773 +12%
SIA
447
Schechter Investment Advisors
Michigan
$3.31M – – –
MYIA
448
Mount Yale Investment Advisors
Colorado
$3.29M -$37.7K -191 -1%
HWM
449
Horizon Wealth Management
Illinois
$3.26M +$3.26M +16,512 New
SAM
450
Sequent Asset Management
Texas
$3.25M +$419K +2,123 +15%
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