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iShares S&P 500 Value ETF
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Overview Fund Activity

1,424 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.

Holders
1,424
Holders Change
+71
Holders Change %
+5.25%
% of All Funds
20.6%
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
1
Envestnet Asset Management
Illinois
$2.55B
2
Lido Advisors
2
Lido Advisors
California
$190M
3
EW
3
Evoke Wealth
California
$44.8M
4
Bank of America
4
Bank of America
North Carolina
$1.57B
5
LPL Financial
5
LPL Financial
California
$873M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$9.19M
2
Goldman Sachs
2
Goldman Sachs
New York
$467M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.37B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.36B
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$164M 833,241 +12,284 +1%
MCM
27
MAI Capital Management
Ohio
$149M 754,586 +13,079 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$139M 703,304 +7,411 +1%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$130M 661,346 -4,334 -0.7%
MMA
30
Miracle Mile Advisors
California
$129M 656,214 +4,481 +0.7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$129M 653,516 +6,836 +1%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$110M 556,304 +89,196 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$105M 530,162 +27,800 +6%
HighTower Advisors
34
HighTower Advisors
Illinois
$104M 528,505 +9,548 +2%
SA
35
Sanctuary Advisors
Indiana
$96.7M 474,474 +16,217 +4%
KAS
36
Kestra Advisory Services
Texas
$95.4M 483,924 -96,633 -17%
CWM
37
Calamos Wealth Management
Illinois
$94M 476,828 +4,322 +0.9%
AAS
38
Avantax Advisory Services
Texas
$90.3M 457,820 +40,949 +10%
OIA
39
OneDigital Investment Advisors
Kansas
$87.9M 445,878 +6,301 +1%
FIA
40
Foundations Investment Advisors
Arizona
$87M 441,292 +32,584 +8%
Truist Financial
41
Truist Financial
North Carolina
$87M 441,105 +11,627 +3%
LI
42
LVZ Inc
Michigan
$84.8M 430,271 -4,547 -1%
Betterment LLC
43
Betterment LLC
New York
$84.3M 427,438 -8,429 -2%
HFBOT
44
Home Federal Bank of Tennessee
Tennessee
$77.8M 394,556 +1,411 +0.4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$76.9M 389,770 +14,019 +4%
Comerica Bank
46
Comerica Bank
Texas
$72.6M 368,273 -15,942 -4%
Charles Schwab
47
Charles Schwab
California
$71M 360,211 -132,941 -27%
UCFA
48
United Capital Financial Advisors
Texas
$70.9M 359,714 -2,844 -0.8%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$67.3M 341,399 -7,388 -2%
NA
50
NewEdge Advisors
Louisiana
$67.1M 340,542 +35,741 +12%
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