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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 %
SAW
501
Signal Advisors Wealth
Michigan
$2.55M +$2.55M +12,913 New
OCM
502
Objective Capital Management
Ohio
$2.54M +$2.54M +12,888 New
LA
503
Lane & Associates
New Jersey
$2.54M -$58.6K -297 -2%
SFA
504
Sequoia Financial Advisors
Ohio
$2.54M +$128K +651 +5%
WCM
505
WealthBridge Capital Management
Ohio
$2.54M -$23.9K -121 -0.9%
JIC
506
Johnson Investment Counsel
Ohio
$2.52M -$17K -86 -0.7%
SF
507
SWP Financial
California
$2.51M – – –
HCC
508
Hirtle Callaghan & Co
Pennsylvania
$2.51M +$153K +774 +6%
DSA
509
Davis Selected Advisers
Arizona
$2.5M -$2.17M -10,983 -46%
BBHC
510
Brown Brothers Harriman & Co
New York
$2.49M +$478K +2,426 +24%
SIC
511
Sigma Investment Counselors
Michigan
$2.47M +$47.5K +241 +2%
CWM
512
Centurion Wealth Management
Virginia
$2.45M +$2.45M +12,426 New
MFG
513
Magnus Financial Group
New York
$2.45M -$2.17K -11 -0.1%
GWM
514
GSB Wealth Management
Connecticut
$2.43M -$42.2K -214 -2%
QCM
515
Quantinno Capital Management
New York
$2.42M +$985K +4,998 +69%
WFA
516
Wellspring Financial Advisors
Ohio
$2.41M +$5.72K +29 +0.2%
DAS
517
Diversify Advisory Services
Utah
$2.41M -$230K -1,159 -9%
EWA
518
ERTS Wealth Advisors
Michigan
$2.4M -$439K -2,228 -15%
HP
519
Holistic Planning
Texas
$2.39M -$144K -728 -6%
OA
520
Operose Advisors
Wisconsin
$2.37M +$675K +3,424 +40%
MPW
521
MA Private Wealth
California
$2.33M +$123K +623 +6%
GPWA
522
Great Point Wealth Advisors
Massachusetts
$2.33M – – –
SF
523
Synovus Financial
Georgia
$2.33M -$101K -514 -4%
TPWA
524
Twin Peaks Wealth Advisors
California
$2.33M +$456K +2,313 +24%
ECM
525
ExodusPoint Capital Management
New York
$2.32M +$2.32M +11,751 New
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