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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 %
S
576
Sachetta
Massachusetts
$1.89M +$1.18K +6 +0.1%
TCA
577
Transcend Capital Advisors
New Jersey
$1.88M +$246K +1,250 +15%
GAM
578
Gemmer Asset Management
California
$1.85M +$275K +1,393 +17%
PIMG
579
Patriot Investment Management Group
Tennessee
$1.82M – – –
MA
580
MBA Advisors
Pennsylvania
$1.82M -$44.4K -225 -2%
PA
581
Procyon Advisors
Connecticut
$1.81M -$62.7K -318 -3%
GT
582
Glenview Trust
Kentucky
$1.81M – – –
BIG
583
Bush Investment Group
Georgia
$1.8M +$73.7K +374 +4%
Bessemer Group
584
Bessemer Group
New Jersey
$1.8M +$244K +1,238 +16%
CB
585
Commerce Bank
Missouri
$1.8M +$87K +441 +5%
TFG
586
Taylor Financial Group
Virginia
$1.78M +$16K +81 +0.9%
GB
587
Gunma Bank
Japan
$1.78M +$1.78M +9,000 New
AQR Capital Management
588
AQR Capital Management
Connecticut
$1.77M +$832K +4,221 +89%
CFO
589
Custos Family Office
Texas
$1.76M +$1.38K +7 +0.1%
PCMC
590
Private Capital Management (Colorado)
Colorado
$1.76M -$525K -2,661 -23%
FWM
591
Fonville Wealth Management
Virginia
$1.73M +$122K +618 +8%
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$1.72M +$10.2K +51 +0.6%
UAG
593
United Advisor Group
Ohio
$1.71M -$41.6K -211 -2%
RBFC
594
Roman Butler Fullerton & Co
Missouri
$1.7M +$1.7M +8,533 New
WAP
595
Wealthcare Advisory Partners
Pennsylvania
$1.69M -$27.2K -138 -2%
FFM
596
Forum Financial Management
Illinois
$1.69M – – –
KFAA
597
Klaas Financial Asset Advisors
Illinois
$1.69M -$102K -517 -6%
NAG
598
Northstar Advisory Group
New Jersey
$1.68M +$1.68M +8,502 New
BWM
599
BigSur Wealth Management
Florida
$1.68M – – –
IWM
600
Iams Wealth Management
Nebraska
$1.67M +$127K +646 +8%
22 23
24
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