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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 %
WCF
451
West Coast Financial
California
$3.23M -$55.4K -281 -2%
PAA
452
Peregrine Asset Advisers
Oregon
$3.22M -$1.18K -6 -0%
FCBT
453
First Citizens Bank & Trust
North Carolina
$3.2M -$309K -1,565 -9%
SVWG
454
Shared Vision Wealth Group
United States
$3.19M +$26K +132 +0.8%
FPAS
455
Focus Partners Advisor Solutions
Missouri
$3.18M +$224K +1,137 +8%
TCM
456
Telos Capital Management
California
$3.12M -$20.1K -102 -0.6%
AAS
457
Ameritas Advisory Services
Nebraska
$3.1M -$1.11M -5,643 -26%
TFGT
458
TS Financial Group (TSFG)
Illinois
$3.09M +$43K +218 +1%
MCA
459
MSH Capital Advisors
Arizona
$3.08M +$192K +976 +7%
EIP
460
Ellis Investment Partners
Pennsylvania
$3.07M +$96.6K +490 +3%
MSWMA
461
Market Street Wealth Management Advisors
Indiana
$3.07M -$54.2K -275 -2%
CB
462
Cadence Bank
Mississippi
$3.07M +$3.07M +15,581 New
IAG
463
Investment Advisory Group
Massachusetts
$3.06M +$306K +1,553 +11%
GWP
464
Gen-Wealth Partners
Michigan
$3.06M +$149K +761 +5%
OFG
465
Oxford Financial Group
Indiana
$3.05M – – –
SHA
466
Seneca House Advisors
Virginia
$3M +$7.3K +37 +0.2%
TFA
467
Tobias Financial Advisors
Florida
$2.99M -$212K -1,076 -7%
SCA
468
Southern Capital Advisors
Tennessee
$2.98M +$131K +665 +5%
DWA
469
Dorsey Wright & Associates
California
$2.97M -$179K -910 -6%
SIA
470
Sage Investment Advisers
New York
$2.96M +$112K +570 +4%
GJIA
471
Glass Jacobson Investment Advisors
Maryland
$2.93M +$2.56K +13 +0.1%
VCP
472
Verus Capital Partners
Arizona
$2.92M +$457K +2,316 +19%
SW
473
Simplicity Wealth
New Jersey
$2.92M -$1.9M -9,637 -39%
LF
474
Lantz Financial
Illinois
$2.91M +$156K +789 +6%
USCWA
475
U.S. Capital Wealth Advisors
Texas
$2.9M -$291K -1,475 -9%
17 18
19
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